Meghan Christina Grainer

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2014 → 06/2017
  Morgan Stanley Smith Barney Llc
  New York, NY
• 06/2017 → 03/2025
  Geller Advisors Llc
  New York, NY
• 01/2025 → Present
  Corient Services Llc
  Miami, FL
• 01/2025 → Present
  Corient
  New York, NY

Previous Registrations

• 2021-09-02 → 2025-03-28
  Geller Advisors Llc
  New York, NY
• 2014-04-23 → 2017-06-07
  Morgan Stanley
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-15
• S63 Uniform Securities Agent State Law Examination
  2012-06-04

Designations

• Certified Financial Planner