Margaret Isabelle Gargulinski

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

• 11/2016 → Present
  Morgan Stanley
  Mclean, VA
• 08/2016 → 11/2016
  Mcenearney Associates, Inc.
  Mclean, VA
• 08/2016 → 02/2018
  Bethesda Lacrosse Association
  Bethesda, MD
• 01/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*332313 - 3Step Lacrosse / M&D Lacrosse; Investment related: No; Andover, Massachusetts; Recreation, coaching; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 0; After business hours: 12; Labor/Service 2. *338297- Oakcrest School; Investment related -No; Vienna, Virginia; Private school; Employee (proprietor, partner, officer, director, employee, trustee, agent); March 2018; During business hours: 0; After business hours: 30; Head Lacrosse Coach.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-25

Other Names

• Meg Gargulinski