Meghan Donoghue, financial advisor Purchase NY
90 score

Meghan Donoghue

CRD Number: 5939720
Current Firm: Morgan Stanley

Meghan Donoghue (CRD# 5939720) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Purchase, NY Aug 2014 - Current 2
Morgan Stanley Private Bank, N.a. Purchase, NY Aug 2014 - Current 2
Icap Corporates LLC Jersey City, NJ Sep 2012 - Jun 2014 1
First Choice Professionals Scottsdale, AZ Jun 2012 - Sep 2012 < 1
Notre Dame College Of Science Notre Dame, IN Jan 2012 - May 2012 < 1
Notre Dame College Of Science Notre Dame, IN Aug 2008 - May 2012 3
Xavier College Prep Phoenix, AZ Aug 2004 - May 2012 7
Icap Jersey City, NJ Jun 2011 - Aug 2011 < 1
Notre Dame Sports Marketing Notre Dame, IN Aug 2009 - Dec 2010 1
Jda Software Scottsdale, AZ May 2010 - Aug 2010 < 1
Jda Software Scottsdale, AZ May 2009 - Aug 2009 < 1
Pump It Up Scottsdale, AZ Aug 2007 - Aug 2008 1
Paradise Bakery Scottsdale, AZ May 2007 - Aug 2007 < 1
Girly Girlz Scottsdale, AZ Nov 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
Contact Info for Meghan C. Donoghue
Phone Number: 914-225-5510
Registered State(s):
  • 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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