MW
MW

Mercy Wambari

3 Years of Experience
Rockville, MD
Broker

Mercy Wambari is a registered investment advisor at Morgan Stanley, based in Rockville, 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

702 King Farm Boulevard, Suite 500, Rockville, MD, 20850

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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

Mercy works as an independent personal trainer and nutrition coach at Anytime Fitness in Germantown, Maryland. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2025 - Present · 1 yr 5 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2022 - September 2024 · 2 yrs
State Registrations42 states
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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.
Mercy Wambari - Financial Advisor | TrueAdvisor