Tracey Patricia Meklaus

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

• 09/2010 → Present
  Morgan Stanley Smith Barney
  Hauppauge, NY

Previous Registrations

• 2009-10-06 → 2010-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Other Businesses

*483090- Trust; Investment related -Yes; Palm Beach Gardens, Florida; Successor Role; 03/2022; During business hours: 1; After business hours:0 *492528- Trust; Investment related -Yes; Palm Beach Gardens, Florida; Successor Role; 03/2022; During business hours: 1; After business hours:0 *492532- Trust; Investment related -Yes; Palm Beach Gardens, Florida; Successor Role; 03/2022; During business hours: 1; After business hours:0

Exams

• S66 Uniform Combined State Law Examination
  2017-10-09
• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Other Names

• Tracey P Garlinge
• Tracey Patricia Garlinge
• Tracey Patricia Garlinge-Meklaus