Mercy Mbingu Wambari
Investment adviser representative at Morgan Stanley
22 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Mercy Mbingu Wambari? Claim your profile
Contact this firm
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
22 years in the industry.
- Morgan StanleyOct 2024 to now
- J.P. Morgan Chase Bank, N.ADec 2023 to Sep 2024
- JPMorgan Chase Bank, N.A.Nov 2020 to Dec 2023
- UnemployedJan 2020 to Oct 2020
- UnemployedDec 2018 to Dec 2019
- Citibank N.A. KenyaOct 2004 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7615373
- Firm CRD
- 149777