MV
MV

Mary Vanderwal

25 Years of Experience
Grand Rapids, MI
Broker

Mary Vanderwal is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 25 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

99 Monroe Ave NW, Grand Rapids, MI, 49503

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mary works as a financial advisor with Comerica Financial Advisors, dedicating about a third of her time. She also works with F02/Maestro, a cash management platform, dedicating about 10-20% of her time.

Employment History
Current Registrations
Morgan StanleyBroker
March 2026 - Present · 6 mos
Morgan Stanley
March 2026 - Present · 6 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
November 2023 - March 2026 · 2 yrs 4 mos
Ameriprise Financial Services, LLC
November 2023 - March 2026 · 2 yrs 4 mos
Comerica Securities
November 2006 - November 2023 · 17 yrs
Comerica SecuritiesBroker
November 2006 - November 2023 · 17 yrs
Robert W. Baird & CO. IncorporatedBroker
September 2000 - August 2006 · 5 yrs 11 mos
State Registrations13 states
AZFLGAILINMINCOHOKPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.