Megan Elizabeth Obbards

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

• 07/2019 → Present
  Morgan Stanley
  Breckenridge, CO
• 06/2019 → 08/2019
  Irvine Company
  Newport, CA
• 12/2017 → 04/2018
  For Love And Lemons
  Los Angeles, CA
• 08/2016 → 12/2016
  Whowhatwear
  Los Angeles, CA
• 08/2017 → 05/2018
  Lululemon
  Los Angeles, CA
• 08/2011 → 08/2018
  Soupz On
  Breckenridge, CO
• 05/2015 → 08/2018
  Breckenridge Golf Course
  Breckenridge, CO
• 08/2016 → 05/2019
  University Of Southern California
  Los Angeles, CA
• 09/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*648277 - Scileppi's at the Old Stone Church; Investment related: No; Castle Rock, Colorado; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025 ; During business hours: 0; After business hours: 10; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2019-11-11

Other Names

• Megan Costello
• Megan Elizabeth Costello