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About this Advisor
Margery Farr is a financial advisor based out of Atlanta, Georgia with a total of 1 year of relevant experience. Farr is an advisor for Morgan Stanley. Their career trajectory has included roles at Suntrust Bank, Ubs Financial Services Inc and Morgan Stanley Smith Barney LLC. Farr maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Georgia and Texas. Morgan Stanley is an advisory company operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets among its 2,233,188 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. Morgan Stanley provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Margery Farr Work History
Margery has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Margery Farr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
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Oak Brook, IL
New York, NY
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Garden City, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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