Nicholas Andrew Meinhardt

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

• 10/2017 → Present
  Morgan Stanley
  Beverly Hills, CA
• 08/2015 → 05/2019
  Spring Hill College
  Mobile, AL
• 05/2017 → 08/2017
  Pch Resort And Hotels
  Mobile, AL
• 05/2018 → 08/2018
  Dwell Mobile
  Mobile, AL
• 07/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*556354 - Nick+Alex Productions; Investment related: Yes; New Orleans, Louisiana; Civic/Religious/Community; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 10; Sales/Marketing, Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2019-07-18

Other Names

• Nick Meinhardt