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Megan M Osbrink

Morgan Stanley

Scottsdale, AZ

CRD 7021095

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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 2020-03-10
AZ RA APPROVED 2018-12-27
  • TX RA
    APPROVED
    Since 2020-03-10
  • AZ RA
    APPROVED
    Since 2018-12-27

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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
Commercial Cleaning Systems Costa Mesa CA 03/2012 04/2017
Morgan Stanley Smith Barney Llc Scottsdale AZ 10/2018 11/2018
Unemployed Scottsdale AZ 04/2017 08/2018
Morgan Stanley Smith Barney Llc Scottsdale AZ 11/2018 Present
Morgan Stanley Private Bank, N.A. New York NY 12/2018 Present
  • 03/2012 → 04/2017
    Commercial Cleaning Systems
    Costa Mesa, CA
  • 10/2018 → 11/2018
    Morgan Stanley Smith Barney Llc
    Scottsdale, AZ
  • 04/2017 → 08/2018
    Unemployed
    Scottsdale, AZ
  • 11/2018 → Present
    Morgan Stanley Smith Barney Llc
    Scottsdale, AZ
  • 12/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-08
  • S66 Uniform Combined State Law Examination
    2018-11-08
Other Names
  • Megan Romero
  • Megan Chow-Romero
  • Megan Chow
  • Megan Osbrink

View on SEC IAPD

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