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Marjori Brown

16 Years of Experience
Charlotte, NC
Broker

Marjori Brown is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 16 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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History

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.

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Other Business Activities

Marjori works as a sales associate for Anthropologie, a retail and online store, in Charlotte, North Carolina. She dedicates minimal time to this activity outside of business hours, focusing on customer service.

Employment History
Current Registrations
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Rockefeller Capital Management
February 2024 - February 2025 · 1 yr
Rockefeller Financial LLCBroker
February 2024 - February 2025 · 1 yr
Morgan Stanley
March 2023 - February 2024 · 11 mos
Morgan StanleyBroker
February 2023 - February 2024 · 1 yr
Barings Securities LLCBroker
September 2017 - January 2022 · 4 yrs 4 mos
Wells Fargo Securities, LLCBroker
March 2013 - September 2017 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
October 2008 - March 2013 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
April 1996 - September 1996 · 5 mos
State Registrations44 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNYOHOKPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Marjori Brown - Financial Advisor | TrueAdvisor