Mary Ann Long

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1990 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2009 → 03/2017
  Bank Of America, N.A.
  New York, NY
• 03/2017 → Present
  Morgan Stanley
  New York, NY
• 04/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-01-05 → 2017-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Exams

• 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