Marjorie Lyall Heggie

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

• 06/2007 → 12/2019
  Sc Medical Association
  Columbia, SC
• 06/2009 → 12/2018
  Lincoln Financial Securities Corp
  Columbia, SC
• 04/2020 → Present
  Morgan Stanley
  Columbia, SC
• 12/2019 → 04/2020
  Unemployed
  Columbia, SC

Previous Registrations

• 2009-06-17 → 2018-12-31
  Osaic Fs, Inc.
  Wilmington, NC
  Columbia, SC
  Columbia, SC
• 2000-10-30 → 2007-06-29
  Citigroup Global Markets Inc.
  Columbia, SC
  Columbia, SC

Other Businesses

1. *455297- POA; Investment related Yes; Columbia, South Carolina; POA; 09/2021; During business hours: 0; After business hours: 1;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-26
• S63 Uniform Securities Agent State Law Examination
  2000-09-18