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Margaret Ballenger Everly

Morgan Stanley

Pittsburgh, PA

CRD 3145156

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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_RES 2016-06-10
PA RA APPROVED 2011-02-02
  • TX RA
    APPROVED_RES
    Since 2016-06-10
  • PA RA
    APPROVED
    Since 2011-02-02

Branch Locations

One Ppg Place Suite1300, Pittsburgh, PA 15222 • 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 Smith Barney Pittsburgh PA 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-04-17
S63 Uniform Securities Agent State Law Examination 1998-12-04
  • S65 Uniform Investment Adviser Law Examination
    2001-04-17
  • S63 Uniform Securities Agent State Law Examination
    1998-12-04
Other Names
  • Maggie Ballenger
  • Margaret Maurice Ballenger
  • Margaret Maurice Everly
  • Margaret Maurice Everly

View on SEC IAPD

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