Mary M Walsh

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

• 10/2024 → 01/2025
  Morgan Stanley Smith Barney Llc
  Birmingham, MI
• 06/2019 → 09/2024
  Ibm
  Chicago, IL
• 06/2020 → 08/2020
  Country Club Of Detroit
  Grosse Pointe Farms, MI
• 09/2019 → 03/2020
  University Of Michigan
  Ann Arbor, MI
• 06/2018 → 08/2018
  The Strategy Group
  Chicago, IL
• 05/2014 → 05/2018
  City Of Grosse Pointe
  Grosse Pointe, MI
• 09/2016 → 05/2020
  University Of Michigan
  Ann Arbor, MI
• 01/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  Grosse Pointe, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23

Other Names

• Molly Walsh