Mary Lisicky

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Bethesda, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bethesda, MD
• 2006-05-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bethesda, MD
  Bethesda, MD

Other Businesses

*463551 - Lehigh Valley Senior All Star Classic; Investment related - No; Coopersburg, Pennsylvania; Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 2; Marketing *104550 - Greater Lehigh Valley Chamber of Commerce; Investment related: No; Easton, Pennsylvania; Chamber of Commerce; Board Member-Executive Committee, Board of Governors, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2012; During business hours: 2; After business hours: 0; Immediate Past Chair *591874 - Valley Youth House; Investment related-No; Bethlehem, Pennsylvania; Children/Youth; Planned Giving Advisory Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 1; After business hours: 0; Fundraising, Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2006-04-28