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Mary Elizabeth Colon

Morgan Stanley

New Orleans, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2010-08-11
TX RA APPROVED 2009-06-01
  • LA RA
    APPROVED
    Since 2010-08-11
  • TX RA
    APPROVED
    Since 2009-06-01

Branch Locations

1100 Poydras Street Suite 1900, New Orleans, LA 70163 • 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
Morgan Stanley Smith Barney Llc New Orleans LA 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    New Orleans, LA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2009-02-13 → 2009-06-01
    Morgan Stanley & Co. Llc
    New Orleans, LA
  • 2002-04-24 → 2009-03-04
    Ubs Financial Services Inc.
    Dallas, TX
    Weehawken, NJ
    New Orleans, LA
    New Orleans, LA
    Denver, CO
    Denver, CO
Other Businesses

*680435- Stratford Investments LLC; Investment related: No; New Orleans, Louisiana; Single Member LLC to hold private investments; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 1; Accounting/Bookkeeping, Investment Decisions/Advice

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-23
  • S66 Uniform Combined State Law Examination
    2002-04-23
Other Names
  • Mary Beth Colon
  • Beth Colon

View on SEC IAPD

Other Firms

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BEACON POINTE ADVISORS, LLC
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STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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