Mary Mcgonigal is a registered investment advisor at Morgan Stanley, based in Bonney Lake, WA, with 23 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
Loading...
Location
Bonney Lake, WA
Get directionsHistory
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
October 2011 - Present · 14 yrs 7 mos
Morgan Stanley
October 2011 - Present · 14 yrs 7 mos
Morgan StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - October 2011 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - October 2011 · 5 yrs 4 mos
Piper Jaffray & CO.
September 2002 - June 2006 · 3 yrs 9 mos
Piper Jaffray & CO.Broker
August 2002 - June 2006 · 3 yrs 10 mos
State Registrations32 states
AKAZCACODCDEFLHIIAIDILKSMEMIMNMOMSMTNCNJNMNVNYORSCSDTXUTVAWAWIWY
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.