MH
MH

Mary Howard

22 Years of Experience
Bozeman, MT
Broker

Mary Howard is a registered investment advisor at Morgan Stanley, based in Bozeman, MT, with 22 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

2200 West Main Street, Bozeman, MT, 59718

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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 is a sole proprietor and owner of a rental property since September 2018. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - May 2009 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - May 2009 · 5 yrs 6 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.