Meghan Geary is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 15 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
112 Worcester Street, Wellesley, MA, 02481
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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 Stanley
November 2015 - Present · 10 yrs 6 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Signator Investors, INC.Broker
April 2014 - June 2015 · 1 yr 2 mos
Nylife Securities LLCBroker
November 2010 - December 2013 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
September 2008 - November 2008 · 2 mos
Ameriprise Financial Services, INC.Broker
August 2008 - August 2008 · 0 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.