Meagan Morgan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Myrtle Beach, SC

Other Businesses

I*85628FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JASON & MEAGAN MORGANINVESTMENT RELATED: NADDRESS OF BUSINESS:CONWAY, SOUTH CAROLINA 29526NATURE OF BUSINESS: OTHER, RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42005NUMBER OF HOURS DEVOTED: 72 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY. WE LEASE AND MAINTAIN THIS PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-01

Other Names

• Meagan Frances Mikesh