Mary Gelfand is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is a partner at JLG Home Improvement LLC, a construction/engineering business in Purchase, New York, since 2017. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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