Megan Elizabeth Obbards
Investment adviser representative at Morgan Stanley
15 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
15 years in the industry.
- Morgan Stanley Private Bank, N.ASep 2020 to now
- Morgan StanleyJul 2019 to now
- Irvine CompanyJun 2019 to Aug 2019
- For Love and LemonsDec 2017 to Apr 2018
- LululemonAug 2017 to May 2018
- University of Southern CaliforniaAug 2016 to May 2019
- WhowhatwearAug 2016 to Dec 2016
- Breckenridge Golf CourseMay 2015 to Aug 2018
- Soupz OnAug 2011 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
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
- 7110306
- Firm CRD
- 149777