Maryanne Morrissey
Maryanne Morrissey is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1735 Market Street, Suite 1400, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maryanne is a consultant for UnLIMBited Foundation, a charitable organization, assisting with events. She is also the President of Morrissey Family Foundation, handling charitable distributions and investment of funds; both activities require minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Smith Barney INC.Broker
F.J. Morrissey & CO., INC.Broker
State Registrations28 states
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