Julie Kerrigan

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 05/2017
  Morgan Stanley
  Melville, NY
• 05/2017 → 08/2019
  Wells Fargo Clearing Services Llc
  New York, NY
• 08/2019 → Present
  Morgan Stanley
  Melville, NY

Previous Registrations

• 2017-05-31 → 2019-08-07
  Wells Fargo Clearing Services, Llc
  New York, NY
• 2015-03-25 → 2017-05-30
  Morgan Stanley
  Melville, NY
• 2010-06-07 → 2013-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
  Great Neck, NY
• 2009-11-17 → 2010-05-17
  Raymond James Financial Services Advisors, Inc
  Melville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-08
• S63 Uniform Securities Agent State Law Examination
  2000-05-24

Other Names

• Julie Meehan Whiston
• Julie M Kerrigan