Marjori S Brown

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

• 05/2009 → 08/2017
  Wells Fargo Securities, Llc
  Charlotte, NC
• 09/2017 → 01/2022
  Barings Llc
  Charlotte, NC
• 09/2017 → 01/2022
  Barings Securities
  Charlotte, NC
• 02/2023 → 02/2024
  Morgan Stanley
  Charlotte, NC
• 02/2022 → 10/2022
  Unemployed
  Charlotte, NC
• 11/2022 → Present
  Anthropologie
  Charlotte, NC
• 02/2024 → 01/2025
  Rockefeller Financial Llc
  Charlotte, NC
• 01/2025 → Present
  Morgan Stanley
  Charlotte, NC

Previous Registrations

• 2024-02-08 → 2025-02-10
  Rockefeller Financial Llc
  Charlotte, NC
  Atlanta, GA
  Charlotte, NC
• 2023-03-07 → 2024-02-14
  Morgan Stanley
  Charlotte, NC

Other Businesses

`*626453- Anthropologie; Investment related -No; Charlotte, North Carolina; Retail/Online Stores; Sales associate (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 8; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2023-03-01
• S63 Uniform Securities Agent State Law Examination
  2008-11-21

Other Names

• Marjori S Brown
• Marjori Atkins
• Maggi Atkins
• Marjori Sills Brown Atkins
• Maggi Brown
• Marjori Sills Brown