Megan Maria Wolf

CRD 7883630

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-04

NY RA
APPROVED

Since 2025-08-04

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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

Organization	City	State	From	To
Morgan Stanley	New York	NY	07/2025	Present
University Of Texas At Austin	Austin	TX	08/2021	05/2025
Sfmg Wealth Advisors	Plano	TX	06/2023	08/2023
Austin Private Wealth	Austin	TX	08/2024	12/2024
Carroll High School	Southlake	TX	08/2017	05/2021
Morgan Stanley	New York	NY	06/2024	08/2024
Unemployed	Southlake	TX	01/2014	07/2021

07/2025 → Present

Morgan Stanley

New York, NY
08/2021 → 05/2025

University Of Texas At Austin

Austin, TX
06/2023 → 08/2023

Sfmg Wealth Advisors

Plano, TX
08/2024 → 12/2024

Austin Private Wealth

Austin, TX
08/2017 → 05/2021

Carroll High School

Southlake, TX
06/2024 → 08/2024

Morgan Stanley

New York, NY
01/2014 → 07/2021

Unemployed

Southlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-04

S66 Uniform Combined State Law Examination

2025-08-04

Other Names

Megan M Wolf

View on SEC IAPD

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