Meredith Doty is a CFP-designated registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 25 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
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
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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 StanleyBroker
June 2025 - Present · 11 mos
Morgan Stanley
June 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - June 2025 · 17 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - June 2025 · 17 yrs 7 mos
Wachovia Securities, LLCBroker
June 2007 - October 2007 · 4 mos
Wachovia Securities, LLC
June 2007 - October 2007 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - May 2007 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - May 2007 · 3 yrs 6 mos
Strong Investments, INC.Broker
November 2000 - October 2003 · 2 yrs 11 mos
State Registrations22 states
AKALARAZCACOFLIAILINKSLAMSNCNVOKSCTXUTVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.