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Megan Marie Poss Wangler

Morgan Stanley

Dallas, TX

Southlake, TX

CRD 5251309

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-14
  • TX RA
    APPROVED
    Since 2019-08-14

Branch Locations

8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • United States

1400 Civic Place Suite 200, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Grapevine TX 04/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-07
S63 Uniform Securities Agent State Law Examination 2007-12-07
  • S66 Uniform Combined State Law Examination
    2014-02-07
  • S63 Uniform Securities Agent State Law Examination
    2007-12-07
Other Names
  • Megan Marie Poss

View on SEC IAPD

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Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
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