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Mary Grace Regan

Morgan Stanley

New York, NY

CRD 7405229

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-12
TX RA APPROVED 2024-12-12
  • NY RA
    APPROVED
    Since 2024-12-12
  • TX RA
    APPROVED
    Since 2024-12-12

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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
Jpmorgan Chase Bank, N.A. New York NY 06/2021 11/2024
J.P. Morgan Securities Llc New York NY 06/2021 11/2024
Loveshackfancy New York NY 09/2020 12/2020
Vineyard Vines Greenwich CT 06/2015 08/2019
College Of The Holy Cross Worcester MA 08/2017 05/2021
Morgan Stanley New York NY 12/2024 Present
  • 06/2021 → 11/2024
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2021 → 11/2024
    J.P. Morgan Securities Llc
    New York, NY
  • 09/2020 → 12/2020
    Loveshackfancy
    New York, NY
  • 06/2015 → 08/2019
    Vineyard Vines
    Greenwich, CT
  • 08/2017 → 05/2021
    College Of The Holy Cross
    Worcester, MA
  • 12/2024 → Present
    Morgan Stanley
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-11
  • S66 Uniform Combined State Law Examination
    2021-12-11

View on SEC IAPD

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