Mary Winchester is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 14 yrs
Morgan StanleyBroker
July 2012 - Present · 14 yrs
Previous Registrations
UBS Financial Services INC.
July 1997 - August 2012 · 15 yrs 1 mo
UBS Financial Services INC.Broker
January 1995 - August 2012 · 17 yrs 7 mos
Kidder, Peabody & CO. IncorporatedBroker
October 1993 - January 1995 · 1 yr 3 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.