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Mary Mcbeath

12 Years of Experience
Fort Worth, TX
Broker

Mary Mcbeath is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 12 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

201 Main Street, Suite 1500, Fort Worth, TX, 76102

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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 a rental house in Fort Worth, TX since 2017. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
July 2013 - Present · 12 yrs 9 mos
State Registrations15 states
ALCACOFLGAILLAMEMTNCNMNYOKTNTX
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.
Mary Mcbeath - Financial Advisor | TrueAdvisor