Mary E Marx

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

• 07/2022 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Dallas, TX
• 12/2015 → 12/2017
  Michelson Jewelers
  Paducah, KY
• 05/2017 → 09/2017
  Paducah Country Club
  Paducah, KY
• 12/2017 → 03/2018
  Unemployed
  Paducah, KY
• 03/2018 → 08/2019
  Matt Hernandez Creative
  Paducah, KY
• 08/2019 → 10/2019
  Unemployed
  Paducah, KY
• 10/2019 → 01/2021
  No Baked Cookie Dough
  Lexington, KY
• 05/2020 → 08/2020
  Northwestern Mutual
  Bowling Green, KY
• 01/2021 → 05/2021
  Unemployed
  Paducah, KY
• 05/2021 → 08/2021
  Oxmoor Auto Group
  Louisville, KY
• 08/2021 → 01/2022
  Unemployed
  Paducah, KY
• 01/2022 → 06/2022
  Olive Garden
  Lexington, KY
• 06/2022 → 07/2022
  Unemployed
  Paducah, KY
• 08/2014 → 05/2018
  Mccracken County High School
  Paducah, KY
• 08/2018 → 05/2022
  University Of Kentucky
  Lexington, KY
• 09/2022 → 11/2023
  Bank Of America, N.A.
  Dallas, TX
• 11/2023 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2022-11-20 → 2023-11-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Dallas, TX
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-11-16

Other Names

• Mary Elizabeth Ceglinski
• Mary E Ceglinski