Meera Raman is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025
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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
May 2024 - Present · 2 yrs
Morgan Stanley
May 2024 - Present · 2 yrs
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - April 2024 · 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - April 2024 · 7 mos
J.P. Morgan Private Wealth Advisors LLC
April 2021 - April 2024 · 3 yrs
First Republic Securities Company, LLCBroker
April 2021 - September 2023 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - April 2021 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - April 2021 · 6 yrs 8 mos
Wells Fargo Advisors, LLC
October 2013 - August 2014 · 10 mos
Wells Fargo Advisors, LLCBroker
May 2013 - August 2014 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.