MF
MF

Mary Fernandez

24 Years of Experience
Charlotte, NC
Broker

Mary Fernandez is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 24 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

Mary owns rental property in Waxhaw, NC since 2012 and acts as the landlord. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 10 mos
Morgan StanleyBroker
September 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Advisors
August 2008 - September 2025 · 17 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
August 2008 - September 2025 · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - August 2008 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - August 2008 · 2 yrs 10 mos
J.P. Morgan Securities of Texas, INC.Broker
December 2001 - January 2003 · 1 yr 1 mo
J.P. Morgan Securities INC.Broker
May 2001 - October 2005 · 4 yrs 5 mos
J.P. Morgan Securities INC.Broker
April 2001 - May 2001 · 1 mo
Chase Securities INC.Broker
March 2001 - April 2001 · 1 mo
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mary Fernandez - Financial Advisor | TrueAdvisor