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Meagan M Hall

Investment adviser representative at Morgan Stanley
10 yearsExperience
2 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

10 years in the industry.

  1. Morgan StanleyMar 2022 to now
  2. Morgan Stanley Smith Barney LLCDec 2021 to now
  3. The Vanguard Group, Inc.Nov 2020 to Dec 2021
  4. Health AdvocateJun 2020 to Oct 2020
  5. Sobriety SolutionsAug 2019 to Apr 2020
  6. Life Time AthleticOct 2017 to Jun 2020
  7. Temple University - Leader Ship and Career Studies ProgramAug 2017 to May 2018
  8. Life Time AthleticMay 2017 to Aug 2017
  9. Temple UniversityAug 2016 to May 2020
  10. HumanusJun 2016 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
7310652
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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