Meghan GrainerCRD Number: 5358244
Current Firm: Morgan Stanley
Meghan Grainer (CRD# 5358244) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Morgan Stanley Smith Barney LLC||New York, NY||Apr 2014 - Current||4|
|Kls Professional Advisors Group LLC||New York, NY||Jul 2012 - Mar 2014||1|
|Morgan Stanley||Garden City, NY||Mar 2010 - Jun 2012||2|
|Unemployed||Huntington, NY||Jun 2009 - Mar 2010||< 1|
|Holy Cross College||Worcester, MA||Sep 2008 - May 2009||< 1|
|Holy Cross College||Worcester, MA||Aug 2005 - May 2009||3|
|Fidelity Investments||Boston, MA||Jun 2008 - Aug 2008||< 1|
|Smith Barney||Garden City, NY||May 2007 - Aug 2007||< 1|
|Lloyd Harbor Village Park||Lloyd Harbor, NY||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
|S63||Uniform Securities State Law Examination||Jun 2012|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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