Maria Love Brisbane

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

• 11/2007 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2011 → 01/2024
  Bank Of America, N.A.
  New York, NY
• 01/2024 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-01-14 → 2024-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

(1) Brisbane Associates / Investment Related / New York, NY / General Partnership / Limited Partner / 0 hours devoted annually / 0 during trading hours / Family owned and share passive investment in two commercial retail properties. I have no management responsibility. (2) *586202 - Havens Relief Fund Society; Investment Related - No; New York, New York; Civic/Community, Hardship Assistance, Humanitarian; Board Member, Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2016; During Business Hours: 0; After Business Hours: 3; Administrative (3) 586200 - Columbia Business School ; Investment related - No ; New York, New York; Education ; Adjunct Professor of Finance(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2019 ; During business hours : 0 ; After business hours : 12 ; Teaching (4) *586203 - Cancer Research and Treatment Fund; Investment related-No; New York, New York; Health and Welfare; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2007; During business hours: 0; After business hours: 3; Administrative

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-13
• S65 Uniform Investment Adviser Law Examination
  2008-01-11

Other Names

• Marie Lore Brisbane
• Maria Brisbane
• Marie Louise Brisbane