Meagan M Riordan

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-27
DC	RA	APPROVED	2018-06-20
MD	RA	APPROVED	2016-01-05

TX RA
APPROVED

Since 2023-02-27
DC RA
APPROVED

Since 2018-06-20
MD RA
APPROVED

Since 2016-01-05

Branch Locations

1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Washington	DC	04/2014	Present
Morgan Stanley Private Bank, N.A.	New York	NY	05/2016	Present

04/2014 → Present

Morgan Stanley Smith Barney Llc

Washington, DC
05/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*372479 - Trust; Investment related Yes; Manchester NH; Charity / Private Foundation; Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 0;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-01-05

S66 Uniform Combined State Law Examination

2016-01-05

View on SEC IAPD