MB
MB

Megan Bruner

12 Years of Experience
Mobile, AL
Broker

Megan Bruner is a registered investment advisor at Morgan Stanley, based in Mobile, AL, 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

Rsa Battle House Tower, 11 North Water St., Suite 16290, Mobile, AL, 36602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Megan is on the Finance Committee for the Tri Delta Delta Mu Alumnae Group, a fraternal society, since September 2023. She spends minimal time on activities such as check signing, funds disbursement, and dues collection.

Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 6 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.