Meghan McAuley, financial advisor Columbus OH
90 score

Meghan McAuley

CRD Number: 5974853
Current Firm: Morgan Stanley

Meghan McAuley (CRD# 5974853) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Columbus, OH Aug 2014 - Current 2
J.p. Morgan Securities LLC Columbus, OH Jan 2013 - Aug 2014 1
Jpmorgan Distribution Services Inc. Westerville, OH Aug 2011 - Jan 2013 1
Jpmorgan Funds Management Westerville, OH Aug 2011 - Jan 2013 1
Keybank Cleveland, OH Jun 2010 - Aug 2011 1
Ohio State University Columbus, OH Sep 2007 - Jun 2011 3
Max And Erma's Columbus, OH Sep 2009 - Jun 2010 < 1
Mangia Mangia Newbury, OH Dec 2004 - Sep 2009 4
Chardon High School Chardon, OH Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
Contact Info for Meghan M. McAuley
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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