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Melinda B Mcginn

Morgan Stanley

Wellesley, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-13
  • TX RA
    APPROVED_RES
    Since 2020-05-13

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • 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. Waltham MA 09/2003 Present
Morgan Stanley Smith Barney Waltham MA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 09/2003 → Present
    Citigroup Global Markets Inc.
    Waltham, MA
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Waltham, MA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-04
S65 Uniform Investment Adviser Law Examination 1999-10-01
  • S63 Uniform Securities Agent State Law Examination
    1999-10-04
  • S65 Uniform Investment Adviser Law Examination
    1999-10-01
Other Names
  • Melinda Klatt Barnes
  • Melinda B Barnes

View on SEC IAPD

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SAVANT WEALTH MANAGEMENT

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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