Mary K Gelfand

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

• 01/2014 → 11/2016
  Leave Of Absence
  Purchase, NY
• 11/2016 → 01/2022
  Fidelity Brokerage Services Llc
  Scarsdale, NY
• 05/2024 → Present
  Morgan Stanley
  Purchase, NY
• 01/2022 → 05/2024
  Fidelity Brokerage Services Llc
  Purchase, NY

Previous Registrations

• 2021-07-08 → 2022-01-28
  Fidelity Personal And Workplace Advisors
  Scarsdale, NY
• 2010-01-26 → 2010-06-07
  Chase Investment Services Corp.
  New York, NY
• 2003-10-15 → 2005-06-25
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Other Businesses

*595983 - JLG Home Improvement LLC; Investment related: Yes; Purchase, New York; Construction/Engineering; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 1; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2024-07-15
• S63 Uniform Securities Agent State Law Examination
  2017-01-10

Other Names

• Mary Kathleen Coffey
• Mary Kathleen Coffey
• Mary K Gelfand
• Mary Kathleen Gelfand