Mary Kiniklis is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 30 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
28 State Street 26th Floor, Boston, MA, 02109
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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
February 2010 - Present · 16 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2005 - June 2009 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 2004 - February 2005 · 7 mos
Morgan Stanley
July 2004 - February 2005 · 7 mos
Morgan Stanley Dw INC.Broker
October 1999 - June 2003 · 3 yrs 8 mos
Dresdner Kleinwort Benson North America LLCBroker
December 1996 - September 1999 · 2 yrs 9 mos
Dresdner Securities (USA) INC.Broker
November 1994 - December 1996 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.