Mary Beth Railey

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Baltimore, MD
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  Lutherville, MD
• 11/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2007-05-04 → 2022-09-21
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 2005-12-15 → 2007-05-08
  Choreo, Llc
  Baltimore, MD
• 2003-07-01 → 2005-12-12
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 2001-12-18 → 2003-07-01
  Prudential Equity Group, Llc
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-13
• S63 Uniform Securities Agent State Law Examination
  1998-10-23

Other Names

• Mary Beth Vojik
• Marybeth Newman
• Mary Beth Newman
• Mary Railey
• Mary Beth Railey