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MM

Marci M. Morell

MORGAN STANLEY DISTRIBUTION
New York, NY 10036
Some features on this profile are disabled
CRD#: 4714070
MM

Professional summary

Marci Marie Morell, who also goes by Marci M Morell, Marci M Townsend, Marci Marie Townsend, is a registered financial professional currently at MORGAN STANLEY DISTRIBUTION, INC. located in New York, New York.

Marci is registered as a RR (Registered Representative) and started their career in finance in 2004. Marci has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marci M Morell | Marci M Townsend | Marci Marie Townsend

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marci Marie Morell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 23, 2014 - Present

MORGAN STANLEY DISTRIBUTION, INC.

Office #1: 1585 Broadway, New York, NY 10036
BD
CRD#: 30344
New York, NY
Past

June 1, 2009 - July 28, 2014

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

December 10, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

October 25, 2006 - November 24, 2008

SII INVESTMENTS, INC.

BD
CRD#: 2225
SARASOTA, FL
Past

January 5, 2005 - September 19, 2006

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
KINGSTON, PA
Past

June 4, 2004 - June 9, 2004

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(7/23/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 6/1/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/2/2004
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MORGAN STANLEY DISTRIBUTION, INC.
MAS FUND DISTRIBUTION, INC. | MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344 / SEC#: , 8-44766

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1585 Broadway, New York, NY 10036
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(212) 296-7860
Established
Pennsylvania since 02/28/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MORGAN STANLEY INVESTMENT MANAGEMENT INC.OWNER
CORSO, JEFFREYDIRECTOR3113988
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER AND FINOP7463692
MCMULLEN, FREDERICK ALLENDIRECTOR AND TEXAS DESIGNATED PRINCIPAL2537409
RANDALL, RONALD ALLANPRINCIPAL OPERATIONS OFFICER2946509
WITKOS, MATTHEW JOSEPHPRESIDENT AND DIRECTOR2034689

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344New York, NY 10036

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