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Megan L Yip

Goldman Sachs Wealth Services, L.P.

Jersey City, NJ

Morristown, NJ

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Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-07-26
  • NJ RA
    APPROVED
    Since 2021-07-26

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • United States

320 Headquarters Plaza East Tower 12Th Floor, Morristown, NJ 07960 • 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
Citizens Financial Group Boston MA 05/2019 08/2019
Ayco Parsippany NJ 02/2021 Present
The Wharton School At The University Of Pennsylvania Philadelphia PA 08/2016 08/2020
Bank Of New York Mellon King Of Prussia PA 09/2020 12/2020
  • 05/2019 → 08/2019
    Citizens Financial Group
    Boston, MA
  • 02/2021 → Present
    Ayco
    Parsippany, NJ
  • 08/2016 → 08/2020
    The Wharton School At The University Of Pennsylvania
    Philadelphia, PA
  • 09/2020 → 12/2020
    Bank Of New York Mellon
    King Of Prussia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-15
  • S66 Uniform Combined State Law Examination
    2021-07-15
Other Names
  • Megan Yip

View on SEC IAPD

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Other Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
MSREF REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC · NEW YORK, NY

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