Meredith Anderson is a registered investment advisor at Morgan Stanley, based in Portsmouth, NH, with 17 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 Harbour Place, Suite 125, Portsmouth, NH, 03801
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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
April 2016 - Present · 10 yrs 1 mo
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
LPL Financial LLC
January 2016 - April 2016 · 3 mos
LPL Financial LLCBroker
January 2011 - April 2016 · 5 yrs 3 mos
Lincoln Financial Securities CorporationBroker
May 2008 - January 2011 · 2 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.