Meghan Falduto (CRD# 5092863) is an Investment Advisor Representative working at Morgan Stanley in Pensacola, FL and has over 17 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | Sep 2021 - Current | 3 |
Morgan Stanley Smith Barney LLC | Pensacola, FL | Jul 2021 - Current | 3 |
Bbva Wealth Solutions Inc. | Crestview, FL | Mar 2017 - Jul 2021 | 4 |
Bbva Securities Inc. | Crestview, FL | May 2013 - Jul 2021 | 8 |
Bbva Compass Insurance Agency, Inc. | Austin, TX | Jan 2007 - Jul 2021 | 14 |
Compass Bank | Birmingham, AL | Jan 2007 - Jul 2021 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2007 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- FL
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Other
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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