Marni-lee Dye, financial advisor Columbus OH
93 score

Marni-lee Dye

CRD Number: 1386647
Current Firm: Morgan Stanley

Marni-lee Dye (CRD# 1386647) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Dublin, OH Jun 2015 - Current 1
Morgan Stanley Smith Barney LLC Dublin, OH Mar 2015 - Jun 2015 < 1
Morgan Stanley Smith Barney LLC Columbus, OH Aug 2013 - Mar 2015 1
Jpmorgan Securities LLC Columbus, OH Jan 2013 - Aug 2013 < 1
Unemployed Dublin, OH Oct 2012 - Jan 2013 < 1
Herbert J. Sims & Company, Inc. Boca Raton, FL Jan 2011 - Oct 2012 1
Janney Montgomery Scott LLC Philadelphia, PA Apr 2009 - Jan 2011 1
Merrill Lynch, Pierce, Fenner & Smith Inc. New York, NY Feb 2008 - Apr 2009 1
Unemployed Winter Garden, FL Dec 2006 - Feb 2008 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Marni-lee Dye
Phone Number: 914-225-5510
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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