Denise Michele Meehan

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

• 08/2013 → 11/2016
  Wells Fargo Advisors Llc
  San Diego, CA
• 11/2016 → 09/2017
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 09/2017 → Present
  Morgan Stanley
  Greenwood Village, CO

Previous Registrations

• 2013-08-30 → 2017-09-11
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 2013-04-30 → 2013-08-16
  Stratos Wealth Partners, Ltd
  San Diego, CA
• 2011-08-15 → 2013-04-22
  Wells Fargo Clearing Services, Llc
  Rancho Santa Fe, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-08-12

Other Names

• Denise Michele Meehan
• Denise M Stavish
• Denise Michele Stavish