Meredith A Farris
Investment adviser representative at Morgan Stanley
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Morgan Stanley Private Bank, National AssociationApr 2017 to now
- Morgan StanleyMar 2017 to now
- Morgan Stanley Wealth ManagementMar 2017 to now
- Mid Columbia SymphonySep 2016 to Mar 2017
- William Meredith and Company LLCJan 2011 to Mar 2017
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2010 to Mar 2017
- Waddell & Reed IncJan 2010 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (MT, TX, WA).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5670694
- Firm CRD
- 149777