Megan M Bielan

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-10
GA	RA	APPROVED	2025-09-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Norcross	GA	06/2023	11/2023
Merrill Lynch	Buckhead	GA	06/2022	08/2022
University Of Georgia	Athens	GA	12/2020	06/2023
Athens Country Club	Athens	GA	06/2021	09/2021
Wesleyan School	Peachtree Corners	GA	08/2013	05/2019
Georgia College & State University	Milledgeville	GA	05/2019	12/2020
Morgan Stanley	Atlanta	GA	02/2024	Present

06/2023 → 11/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Norcross, GA
06/2022 → 08/2022

Merrill Lynch

Buckhead, GA
12/2020 → 06/2023

University Of Georgia

Athens, GA
06/2021 → 09/2021

Athens Country Club

Athens, GA
08/2013 → 05/2019

Wesleyan School

Peachtree Corners, GA
05/2019 → 12/2020

Georgia College & State University

Milledgeville, GA
02/2024 → Present

Morgan Stanley

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-11