Mark Donohue Merolli

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

• 04/2024 → 05/2024
  Unemployed
  Pinellas Park, FL
• 09/2022 → 04/2024
  Advanta Ira
  Largo, FL
• 08/2022 → 09/2022
  Unemployed
  Pinellas Park, FL
• 11/2021 → 01/2022
  Unemployed
  Pinellas Park, FL
• 03/2020 → 07/2020
  Unemployed
  Saint Petersburg, FL
• 01/2019 → 06/2019
  Directed Capital
  Saint Petersburg, FL
• 09/2024 → Present
  Morgan Stanley
  Tampa, FL
• 02/2021 → 04/2021
  Global Trust Management
  Tampa, FL
• 07/2020 → 09/2020
  Upc Insurance
  Saint Petersburg, FL
• 09/2019 → 03/2020
  Anchor Insurance
  Saint Petersburg, FL
• 05/2024 → 09/2024
  Rws Group
  Miami, FL
• 09/2020 → 02/2021
  Unemployed
  Pinellas Park, FL
• 01/2022 → 08/2022
  Diversified Recovery Bureau
  Tampa, FL
• 04/2021 → 11/2021
  Seacoast Bank
  Saint Petersburg, FL
• 06/2019 → 09/2019
  Unemployed
  Saint Petersburg, FL
• 01/2018 → 01/2019
  Unemployed
  Saint Petersburg, FL
• 09/2017 → 01/2018
  Capstar
  Tampa, FL
• 10/2014 → 09/2017
  Unemployed
  Saint Petersburg, FL

Previous Registrations

• 2008-03-24 → 2008-12-31
  J.P. Morgan Securities Llc
  Tampa, FL
• 2007-07-17 → 2008-01-04
  Gunnallen Financial, Inc
  Aurora, IL
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-02
• S65 Uniform Investment Adviser Law Examination
  2024-05-09

Other Names

• Mark Donohue Merolli
• Mark Merolli