Megan Engle is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 23 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
Loading...
Location
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
Get directionsHistory
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
January 2016 - Present · 10 yrs 6 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
January 2008 - January 2016 · 8 yrs
UBS Financial Services INC.Broker
January 2008 - January 2016 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - December 2007 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - December 2007 · 5 yrs 4 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMIMNMONCNENJNMNVNYOHOKORPASCTNTXUTVAWAWI
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.