Mary J Severin

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

• 11/2005 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 07/2026 → Present
  Morgan Stanley
  Fort Worth, TX
• 08/2025 → 07/2026
  Mary Jo Severin
  Lake Worth, TX

Previous Registrations

• 2005-11-16 → 2025-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 2005-05-19 → 2005-11-18
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Other Businesses

*705146 - mary severin; Investment Related - Yes; fort worth, Texas; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2016; During Business Hours: 0; After Business Hours: 2; Administrative *705150 - Mary Severin; Investment Related - Yes; haltom city, Texas; Rental Property; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 2; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-11
• S63 Uniform Securities Agent State Law Examination
  2003-01-27

Other Names

• Mary Jo Severin
• Mary Jo Severin