Meredith Doty is a CFP-designated registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 25 years of industry experience. Meredith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
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Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Strong Investments, INC.Broker
State Registrations22 states
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.
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