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Nancy Marie Wilson

Morgan Stanley

Portsmouth, NH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-10-02
  • NH RA
    APPROVED
    Since 2023-10-02

Branch Locations

1 Harbour Place Suite 125, Portsmouth, NH 03801 • 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
Ausdal Financial Partners, Inc. Woburn MA 08/2009 10/2023
Morgan Stanley Smith Barney Llc Portsmouth NH 10/2023 Present
Morgan Stanley Private Bank, N.A New York NY 11/2023 Present
  • 08/2009 → 10/2023
    Ausdal Financial Partners, Inc.
    Woburn, MA
  • 10/2023 → Present
    Morgan Stanley Smith Barney Llc
    Portsmouth, NH
  • 11/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2010-10-18 → 2023-10-02
    Ausdal Financial Partners, Inc.
    Downers Grove, IL
    Hampton Falls, NH
  • 2003-11-12 → 2008-12-31
    Waterstone Financial Group, Inc.
    Metheun, MA
    Hampton Falls, NH
  • 2001-12-14 → 2003-10-17
    Fsc Securities Corporation
    Metheun, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-02
S63 Uniform Securities Agent State Law Examination 1993-01-04
  • S65 Uniform Investment Adviser Law Examination
    1999-04-02
  • S63 Uniform Securities Agent State Law Examination
    1993-01-04
Other Names
  • Nancy Wilson Hodge
  • Nancy Marie Wilson
  • Nancy M Wilson

View on SEC IAPD

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KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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