Capitol Securities Management
47yrs
Top advisor by experience in Tampa
New
Mary Ebert is a fiduciary financial advisor in Tampa, Florida, registered since Jun 2026. Mary has been with Morgan Stanley since 2026. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office100 North Tampa Street Suite 3000, Tampa, FL 33602
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 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowMorgan StanleyCurrent firm
Contact Mary
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Mary. 100 North Tampa Street Suite 3000Tampa, FL 33602Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Mary
Tailored to Mary’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Mary
How do I contact Mary?
Call Morgan Stanley at (914) 225-5510 and ask for Mary Ebert. Mary works from the Tampa, FL office.
How long has Mary been a financial advisor?
Mary is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Mary hold?
Series 66. Tap any license on this page to see what it allows.
Is Mary a fiduciary?
Mary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mary 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 Mary 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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