Best Investors Account Sign in

Megan C Kelly Luginsland

Morgan Stanley

New Haven, CT

CRD 7319012

Claim This Profile
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 2026-06-18
CT RA APPROVED 2026-05-22
  • TX RA
    APPROVED
    Since 2026-06-18
  • CT RA
    APPROVED
    Since 2026-05-22

Branch Locations

545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • 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
Lpl Financial Llc Wallingford CT 05/2021 11/2025
Northeast Wealth Solutions (Voya Financial) Wallingford CT 11/2020 05/2021
Austin Mcguire Company Norwalk CT 10/2019 11/2020
Sacred Heart University Fairfield CT 08/2017 07/2019
Albertus Magnus College New Haven CT 08/2013 05/2017
Morgan Stanley New Haven CT 12/2025 Present
  • 05/2021 → 11/2025
    Lpl Financial Llc
    Wallingford, CT
  • 11/2020 → 05/2021
    Northeast Wealth Solutions (Voya Financial)
    Wallingford, CT
  • 10/2019 → 11/2020
    Austin Mcguire Company
    Norwalk, CT
  • 08/2017 → 07/2019
    Sacred Heart University
    Fairfield, CT
  • 08/2013 → 05/2017
    Albertus Magnus College
    New Haven, CT
  • 12/2025 → Present
    Morgan Stanley
    New Haven, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22
Other Names
  • Megan Catherine Kelly

View on SEC IAPD

Nearby Firms

KREITLER FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC

Nearby Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS

Nearby Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT

More in New Haven, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor