Mary E Marx
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyNov 2023 to now
- Bank of America, N.A.Sep 2022 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporateJul 2022 to Nov 2023
- UnemployedJun 2022 to Jul 2022
- Olive GardenJan 2022 to Jun 2022
- UnemployedAug 2021 to Jan 2022
- Oxmoor Auto GroupMay 2021 to Aug 2021
- UnemployedJan 2021 to May 2021
- Northwestern MutualMay 2020 to Aug 2020
- No Baked Cookie DoughOct 2019 to Jan 2021
- UnemployedAug 2019 to Oct 2019
- University of KentuckyAug 2018 to May 2022
- Matt Hernandez CreativeMar 2018 to Aug 2019
- UnemployedDec 2017 to Mar 2018
- Paducah Country ClubMay 2017 to Sep 2017
- Michelson JewelersDec 2015 to Dec 2017
- Mccracken County High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7224338
- Firm CRD
- 149777