Mary Ka Yan Mcbeath

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

• 02/2012 → Present
  Morgan Stanley
  Fort Worth, TX
• 03/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

Rental House; Investment related - No; Fort Worth, TX; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 6/2017; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2013-09-26

Other Names

• Mary Ka Yan Lam