Meaghan Liposky is a registered investment advisor at Morgan Stanley, based in Westborough, MA, with 12 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
1 Technology Drive, Westborough, MA, 01581
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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
January 2020 - Present · 6 yrs 4 mos
Morgan Stanley
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan Stanley
February 2015 - September 2018 · 3 yrs 7 mos
Morgan StanleyBroker
November 2014 - September 2018 · 3 yrs 10 mos
Bear, Stearns & CO. INC.Broker
December 2007 - May 2008 · 5 mos
UBS Financial Services INC.
January 2006 - December 2007 · 1 yr 11 mos
UBS Financial Services INC.Broker
September 2005 - December 2007 · 2 yrs 3 mos
State Registrations21 states
ALAZCACOCTFLGAMAMEMINCNHNJNVNYPARISCTXVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.