Best Investors Account Sign in

Mary Elizabeth Fugelsang

Morgan Stanley

Birmingham, MI

CRD 3138823

Claim This Profile
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
TX RA APPROVED_RES 2011-01-26
MI RA APPROVED 2010-11-03
  • TX RA
    APPROVED_RES
    Since 2011-01-26
  • MI RA
    APPROVED
    Since 2010-11-03

Branch Locations

34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • 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
Morgan Stanley Smith Barney Llc Grosse Pointe MI 03/2015 Present
  • 03/2015 → Present
    Morgan Stanley Smith Barney Llc
    Grosse Pointe, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-13
S63 Uniform Securities Agent State Law Examination 1999-01-11
  • S65 Uniform Investment Adviser Law Examination
    1999-08-13
  • S63 Uniform Securities Agent State Law Examination
    1999-01-11
Other Names
  • Mary Elizabeth Amburgey
  • Mary E Zelenak
  • Mary E Amburgey
  • Mary Elizabeth Amburgey

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH

Nearby Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI

More in Birmingham, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor