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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)38 years in industry

MARY NEWMAN MCEACHERN

Advisor at MORGAN STANLEY

Sarasota, FL | Charleston, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0209325b-b2bf-10b9-3ad1-b948e24f5e09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 8, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 8, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 8, 1988
First registration: May 8, 2000
Dual registered: yes, broker-dealer
Other names: MARY LISA NEWMAN|MARY L NEWMAN|MARY NEWMAN MCEACHERN|Mary N McEachern
IAPD individual key: 1781732

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jul 17, 2021	n/a	yes	Sarasota, FL\|Charleston, SC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Oct 12, 2012	Jul 21, 2021	no	WASHINGTON, DC\|SARASOTA, FL\|WASHINGTON, DC\|CHARLESTON, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 1, 2006	Oct 16, 2012	no	WASHINGTON, DC\|BRADENTON, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 8, 2000	Sep 12, 2006	no	WASHINGTON, DC\|WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	MORGAN STANLEY	Jul 21, 2021	Jul 17, 2021	-4	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Oct 16, 2012	Oct 12, 2012	-4	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 12, 2006	Sep 1, 2006	-11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:149777:SC:2021-07-21	Jul 21, 2021	Jul 17, 2021	CHARLESTON, SC	Firm change

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jul 17, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 12, 2012 to Jul 21, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 1, 2006 to Oct 16, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 8, 2000 to Sep 12, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0209325b-b2bf-10b9-3ad1-b948e24f5e09
First observed: May 8, 2000
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARY NEWMAN MCEACHERN

Advisor at MORGAN STANLEY

Sarasota, FL | Charleston, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0209325b-b2bf-10b9-3ad1-b948e24f5e09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MORGAN STANLEY

Wirehouse

Jul 17, 2021

n/a

yes

Sarasota, FL|Charleston, SC

Current employment

WELLS FARGO ADVISORS

Wirehouse

Oct 12, 2012

Jul 21, 2021

WASHINGTON, DC|SARASOTA, FL|WASHINGTON, DC|CHARLESTON, SC

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Sep 1, 2006

Oct 16, 2012

WASHINGTON, DC|BRADENTON, FL

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

May 8, 2000

Sep 12, 2006

WASHINGTON, DC|WASHINGTON, DC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

MORGAN STANLEY

Jul 21, 2021

Jul 17, 2021

-4

Firm change

Wirehouse to wirehouse

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS

Oct 16, 2012

Oct 12, 2012

-4

Firm change

Wirehouse to wirehouse

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 12, 2006

Sep 1, 2006

-11

Firm change

Other

Team

Left

Joined

From

Kind

19616:149777:SC:2021-07-21

Jul 21, 2021

Jul 17, 2021

CHARLESTON, SC

Firm change