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Meghan A Young

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyMar 2026 to now
  2. T. Rowe PriceAug 2025 to Feb 2026
  3. T. Rowe PriceMay 2024 to Aug 2024
  4. Morgan StanleyJun 2023 to Aug 2023
  5. The Shark GroupJan 2023 to Apr 2023
  6. Three Sisters BoutiqueMay 2022 to Dec 2022
  7. University of PittsburghAug 2021 to May 2025
  8. Columbia Association Fitness CenterFeb 2021 to Apr 2023
  9. River Hill High SchoolAug 2017 to May 2021
  10. UnemployedAug 2015 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (DC, TX, VA).

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
7731888
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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