Meghan Rae Carufe

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

• 06/2020 → Present
  Morgan Stanley
  Palm Beach Island, FL
• 06/2015 → 05/2020
  No Firm, Or Company
  Palm Beach, FL
• 10/2016 → 10/2018
  Equis Insurance
  Palm Beach, FL
• 01/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-07-19 → 2012-09-07
  Morgan Stanley
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-10-22

Other Names

• Meghan Carufe
• Meghan Rae Isabella Carufe