Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
NJ RA APPROVED 2017-03-27
TX RA APPROVED 2017-03-24
  • NY RA
    APPROVED
    Since 2021-06-16
  • NJ RA
    APPROVED
    Since 2017-03-27
  • TX RA
    APPROVED
    Since 2017-03-24

Branch Locations

340 Mount Kemble Avenue, Morristown, NJ 07960 • United States

55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 05/1990 03/2017
Bank Of America, N.A. New York NY 12/2009 03/2017
Morgan Stanley New York NY 03/2017 Present
Morgan Stanley Private Bank, National Association New York NY 04/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1998-07-15
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1998-07-15
Other Names
  • Mary Ann Otoole
  • Mary Anne Otoole
  • Missy Otoole
  • Missy Long
  • Mary Ann Long
  • Mary Ann Ann Long

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morristown, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor