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Megan Marie Araujo

Morgan Stanley

Palo Alto, CA

CRD 5684367

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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 2021-07-01
CA RA APPROVED 2021-06-22
  • TX RA
    APPROVED
    Since 2021-07-01
  • CA RA
    APPROVED
    Since 2021-06-22

Branch Locations

245 Lytton Avenue Suite 200, Palo Alto, CA 94301 • 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 Palo Alto CA 12/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-22
S63 Uniform Securities Agent State Law Examination 2010-08-09
  • S65 Uniform Investment Adviser Law Examination
    2021-06-22
  • S63 Uniform Securities Agent State Law Examination
    2010-08-09
Other Names
  • Megan M Brosnan

View on SEC IAPD

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