Merry Fischer, financial advisor Medford OR
93 score

Merry Fischer

CRD Number: 4623653
Current Firm: Morgan Stanley

Merry Fischer (CRD# 4623653) is an Investment Advisor Representative working at Morgan Stanley in Medford, OR and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Medford, OR Jun 2010 - Current 6
Ubs Financial Services Inc. Medford, OR Mar 2005 - Jun 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
Contact Info for Merry M. Fischer
Phone Number: 914-225-5510
Registered State(s):
  • OR
  • TX
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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