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Robyn Meredith

Morgan Stanley

New York, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-06
TX RA APPROVED 2025-06-06
  • NY RA
    APPROVED
    Since 2025-06-06
  • TX RA
    APPROVED
    Since 2025-06-06

Branch Locations

One Penn Plaza 43Rd Floor, New York, NY 10119 • 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
J.P. Morgan Securities Llc New York NY 09/2017 05/2019
J.P. Morgan Chase Bank, N.A. New York NY 09/2017 05/2019
Goldman Sachs Hong Kong 03/2015 09/2017
Bny Mellon New York NY 10/2019 05/2025
Bny Mellon Securities Corporation New York NY 04/2021 05/2025
Unemployed New York NY 05/2019 10/2019
Morgan Stanley Smith Barney Llc New York NY 05/2025 Present
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 09/2017 → 05/2019
    J.P. Morgan Securities Llc
    New York, NY
  • 09/2017 → 05/2019
    J.P. Morgan Chase Bank, N.A.
    New York, NY
  • 03/2015 → 09/2017
    Goldman Sachs
    Hong Kong
  • 10/2019 → 05/2025
    Bny Mellon
    New York, NY
  • 04/2021 → 05/2025
    Bny Mellon Securities Corporation
    New York, NY
  • 05/2019 → 10/2019
    Unemployed
    New York, NY
  • 05/2025 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*643591 -  Author of "The Elephant and the Dragon"; Investment related-No; New York; Publishing; Book Author (proprietor, partner, officer, director, employee, trustee, agent); 07/2007; During business hours: 0; After business hours: 0; I wrote a book published in 2007. I no longer have any duties related to it, but it generates royalties. *643594 - Rental Property; Investment related-Yes; New York, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 0.5; Property Management. [3] The Lotos Club / Membership committee co-chair / New York, NY / Private Social Club / Volunteer role / since 2017 / 1 hour devoted per month / 0 during trading/ I'm co-chair of the Membership committee of the Lotos Club, helping the Club attract and retain members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-04
S63 Uniform Securities Agent State Law Examination 2017-12-19
  • S66 Uniform Combined State Law Examination
    2025-06-04
  • S63 Uniform Securities Agent State Law Examination
    2017-12-19
Other Names
  • Robyn Meredith Berry

View on SEC IAPD

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