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James Francis Meyers

Morgan Stanley

Sewickley, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-02
PA RA APPROVED 2013-08-07
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • PA RA
    APPROVED
    Since 2013-08-07

Branch Locations

2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • 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
Morgan Stanley Wexford PA 03/2009 Present
Morgan Stanley Smith Barney Wexford PA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 03/2009 → Present
    Wexford, PA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Wexford, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2009-03-19 → 2009-06-01
    Morgan Stanley & Co. Llc
    Wexford, PA
Other Businesses

*663211- UPMC East Hospital; Investment related: No; Monroeville, Pennsylvania; Hospital/Healthcare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; Business Development/Growth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-26
S63 Uniform Securities Agent State Law Examination 1993-08-26
  • S65 Uniform Investment Adviser Law Examination
    1995-09-26
  • S63 Uniform Securities Agent State Law Examination
    1993-08-26

View on SEC IAPD

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