Maicy A Wear

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

• 09/2024 → Present
  Morgan Stanley
  Lake Oswego, OR
• 09/2023 → 05/2024
  Underhill Financial Advisors
  Tucson, AZ
• 05/2023 → 08/2023
  Morgan Stanley
  Lake Oswego, OR
• 05/2020 → 08/2020
  Riverfront Investment Group
  Richmond, VA
• 06/2021 → 09/2021
  Tilly's
  Tualatin, OR
• 09/2016 → 06/2020
  Lakeridge High School
  Lake Oswego, OR
• 08/2020 → 05/2024
  University Of Arizona
  Tucson, AZ
• 05/2024 → 09/2024
  Unemployed
  West Linn, OR
• 12/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*611393- St. Mary's Academy; Investment Related: No; Portland, Oregon; Education; Volunteer Volleyball Coach (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 10; I help coach young girls in the volleyball program by teaching them specific drills and supporting them at some of their games

Exams

• S66 Uniform Combined State Law Examination
  2024-12-06

Other Names

• Maicy A Wear
• Maicy Aileen Wear