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Megan Stannard

Morgan Stanley

New York, NY

CRD 7138319

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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
NY RA APPROVED 2024-07-17
TX RA APPROVED 2021-11-02
PA RA APPROVED 2021-10-28
  • NY RA
    APPROVED
    Since 2024-07-17
  • TX RA
    APPROVED
    Since 2021-11-02
  • PA RA
    APPROVED
    Since 2021-10-28

Branch Locations

55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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
Elon University Elon NC 06/2017 01/2019
Wells Fargo Haddon NJ 06/2018 08/2018
Elon University Elon NC 08/2015 06/2019
Boenning & Scattergood, Inc. West Conshohoken PA 01/2020 10/2021
Sei Oaks PA 07/2019 11/2019
Morgan Stanley New York NY 10/2021 Present
  • 06/2017 → 01/2019
    Elon University
    Elon, NC
  • 06/2018 → 08/2018
    Wells Fargo
    Haddon, NJ
  • 08/2015 → 06/2019
    Elon University
    Elon, NC
  • 01/2020 → 10/2021
    Boenning & Scattergood, Inc.
    West Conshohoken, PA
  • 07/2019 → 11/2019
    Sei
    Oaks, PA
  • 10/2021 → Present
    Morgan Stanley
    New York, NY
Previous Registrations
  • 2020-09-19 → 2021-10-12
    Boenning & Scattergood, Inc.
    West Conshohocken, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-19
  • S66 Uniform Combined State Law Examination
    2020-09-19

View on SEC IAPD

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