Megan Wangler is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 18 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
8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225
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 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
March 2013 - March 2013 · 0 mos
Wells Fargo Advisors, LLCBroker
February 2013 - March 2013 · 1 mo
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
State Registrations31 states
ALARAZCACOCTDCDEFLGAIDILINKSKYMAMEMIMONJNYOHOKORPASCTNTXUTVAWA
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.