TM
TM

Tracey Meklaus

33 Years of Experience
Hauppauge, NY
Broker

Tracey Meklaus is a registered investment advisor at Morgan Stanley, based in Hauppauge, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tracey serves as a successor role for multiple trusts in Palm Beach Gardens, Florida since March 2022. These activities are investment-related and take minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - September 2010 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 2005 - March 2007 · 1 yr 5 mos
Goldman, Sachs & CO.Broker
April 1996 - September 2005 · 9 yrs 5 mos
Cs First Boston CorporationBroker
October 1992 - March 1996 · 3 yrs 5 mos
State Registrations35 states
AKALARAZCACOCTDCDEFLGAILINKSKYMAMDMNMSNCNHNJNVNYOHORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.