Janney Montgomery Scott
46yrs
Top advisor by experience in Blue Bell
35yrs
Brian Mailey
Financial advisor at Morgan Stanley
Brian Mailey is a financial advisor in Blue Bell, Pennsylvania, with 35 years in the industry. Brian joined Morgan Stanley in 2009, after less than a year at Morgan Stanley & Co. and 12 years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1997 – 2009MerrillPreviously
Contact Brian
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Brian. 1787 Sentry Parkway West Building 18 Street 440Blue Bell, PA 19422Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Morgan Stanley at (914) 225-5510 and ask for Brian Mailey. Brian works from the Blue Bell, PA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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