Denise Meehan is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 14 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
5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111
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
September 2017 - Present · 9 yrs
Morgan StanleyBroker
September 2017 - Present · 9 yrs
Morgan Stanley
September 2017 - Present · 9 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2013 - September 2017 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2013 - September 2017 · 4 yrs 1 mo
Stratos Wealth Partners, LTD
April 2013 - August 2013 · 4 mos
LPL Financial LLCBroker
April 2013 - August 2013 · 4 mos
Wells Fargo Advisors, LLC
August 2011 - April 2013 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
June 2011 - April 2013 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.