Marie Rego

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

• 02/2016 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 12/2017 → Present
  Morgan Stanley
  Paramus Road, NJ
• 05/2017 → 11/2017
  Unemployed
  Ridgewood, NJ

Previous Registrations

• 2016-03-03 → 2017-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 2014-09-26 → 2016-01-07
  Ubs Financial Services Inc.
  Paramus, NJ
  Paramus, NJ
• 2014-09-22 → 2014-09-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-09-17

Other Names

• Marie Fameli
• Marie Fameli-Rego