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Lance Meredith Prichard

Morgan Stanley

Portsmouth, NH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-05-14
TX RA APPROVED_RES 2024-06-06
ME RA APPROVED 2009-06-01
  • NH RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED_RES
    Since 2024-06-06
  • ME RA
    APPROVED
    Since 2009-06-01

Branch Locations

1 Harbour Place Suite 125, Portsmouth, NH 03801 • 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
Citigroup Global Markets Inc. Portland ME 12/1994 Present
Morgan Stanley Smith Barney Portsmouth NH 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 12/1994 → Present
    Citigroup Global Markets Inc.
    Portland, ME
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Portsmouth , NH
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-28
S63 Uniform Securities Agent State Law Examination 1984-11-28
  • S65 Uniform Investment Adviser Law Examination
    1992-01-28
  • S63 Uniform Securities Agent State Law Examination
    1984-11-28
Designations

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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