Mary
Crowley

Morgan Stanley

CRD#1452967
Investment Advisor
in Spartanburg, SC

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About this Advisor

Mary Crowley is a financial advisor based in Spartanburg, South Carolina, working with Morgan Stanley. Mary has previously held positions at Morgan Stanley Private Bank, N.A and Morgan Stanley. Mary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Mary is part of Morgan Stanley, which operates out of Spartanburg, South Carolina. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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, Performance-based Fees, Others

Office Location

320 East Main Street Suite 410
Spartanburg, SC 29302

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

SC Average: 88
Total Number of Accounts

2,405,783

SC Average: 3,892
Average Account Size

$582,939

SC 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 Crowley Work History

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2014 - Present (10 years)

Morgan Stanley

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mary Crowley 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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