MO
MO

Megan Osbrink

7 Years of Experience
Scottsdale, AZ
Broker

Megan Osbrink is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 7 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

Get directions

History

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 →
Other Business Activities

Megan is a director at iiWE, Inc., involved in commercial real estate property sales, and the CEO of Platform Scottsdale, a women's networking group. She dedicates minimal time to iiWE, Inc. and a few hours per week to Platform Scottsdale.

Employment History
Current Registrations
Morgan Stanley
December 2018 - Present · 7 yrs 5 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 7 mos
State Registrations38 states
AKARAZCACOCTDCDEFLHIIAIDILINKSKYMAMDMIMNMONCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
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.