MD
MD

Mary Dispaldo

3 Years of Experience
Lutherville, MD
Broker

Mary Dispaldo is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 3 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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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 Rosedale, Maryland, since July 2024, dedicating minimal time outside of business hours as a passive landlord. This activity is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
August 2023 - Present · 3 yrs 1 mo
Morgan Stanley
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - August 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - August 2023 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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