Mary Dinerman is a registered investment advisor at Morgan Stanley, based in Orinda, CA, with 35 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
2 Theatre Square, Suite 322, Orinda, CA, 94563
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley Dw INC.Broker
March 2005 - July 2005 · 4 mos
Morgan Stanley
March 2005 - July 2005 · 4 mos
Wells Fargo Investments, LLC
May 2001 - December 2003 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
May 2001 - December 2003 · 2 yrs 7 mos
Wells Fargo Securities INC.Broker
February 2000 - May 2001 · 1 yr 3 mos
Dain Rauscher IncorporatedBroker
November 1998 - April 1999 · 5 mos
Rauscher Pierce Refsnes, INC.Broker
December 1994 - November 1997 · 2 yrs 11 mos
Lehman Brothers INC.Broker
December 1985 - September 1994 · 8 yrs 9 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.