Mary
Mcgovern

Morgan Stanley

CRD#3020748
Investment Advisor
in Morristown, NJ

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About this Advisor

Mary Mcgovern is a financial advisor working in Morristown, New Jersey with a total of 3 years of relevant experience. Mcgovern is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Wilmington Trust Na, M&T Securities, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Mcgovern has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in assets under management among its 2,233,188 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. Morgan Stanley offers a broad array 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. A financial advisor's fees typically are based on the services offered. However, fees billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1200 Mount Kemble Avenue Floor 2
Morristown, NJ 07960

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

NJ Average: $7,464,549,021
Total Number of Employees

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ Average: $1,917,921

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
  • Other

Mary Mcgovern Work History

Mary has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley

2018 - Present (6 years)

Wilmington Trust Na

2018 - 2020 (2 years)

M&T Securities

2009 - 2018 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2005 - 2018 (13 years)

Bank Of America, N.A

*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.

Disclosures

Please visit the SEC profile of Mary Mcgovern 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

Margret Birch
Oak Brook, IL
Daniel Evans
New York, NY
Russell Huebschle
Oakland, CA
Ellen Spitz
Garden City, NY
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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