Meghan Palumbo is a registered investment advisor at Morgan Stanley, based in Olean, NY, with 24 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
202 West State Street, Olean, NY, 14760
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 3 mos
Morgan StanleyBroker
February 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLC
June 2021 - February 2026 · 4 yrs 8 mos
LPL Financial LLCBroker
June 2021 - February 2026 · 4 yrs 8 mos
M&t Securities, INC.
February 2016 - June 2021 · 5 yrs 4 mos
M&t Securities, INC.Broker
August 2013 - June 2021 · 7 yrs 10 mos
M&t Securities, INC.
August 2013 - May 2015 · 1 yr 9 mos
Morgan Stanley
January 2011 - August 2013 · 2 yrs 7 mos
Morgan StanleyBroker
October 2010 - August 2013 · 2 yrs 10 mos
M&t Securities, INC.Broker
July 2003 - September 2010 · 7 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 2001 - May 2003 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.