Meagan
Hall

Morgan Stanley

CRD#7310652
Investment Advisor
in Blue Bell, PA

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About this Advisor

Meagan Hall is a financial advisor based in Blue Bell, Pennsylvania, working with Morgan Stanley. Meagan has previously held positions at The Vanguard Group, Inc, Health Advocate, Life Time Athletic, Sobriety Solutions, Temple University - Leadership and Career Studies Program, Humanus, Pietros, Temple University, Upper Merion High School, Panera, Journeys, Vans, and Morgan Stanley Smith Barney LLC. Meagan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Meagan is part of Morgan Stanley, which operates out of Blue Bell, Pennsylvania. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

1787 Sentry Parkway West Building 18 Street 440
Blue Bell, PA 19422

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

PA Average: $7,464,549,021
Total Number of Employees

29,300

PA Average: 88
Total Number of Accounts

2,405,783

PA Average: 3,892
Average Account Size

$582,939

PA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Meagan Hall Work History

2021 - Present (3 years)

Morgan Stanley Smith Barney LLC

2020 - 2021 (1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Health Advocate

2019 - 2020 (1 year)

Sobriety Solutions

2018 - 2020 (2 years)

Life Time Athletic

2017 - 2018 (1 year)

Life Time Athletic

2017 - 2018 (1 year)

Temple University - Leader Ship And Career Studies Program

2017 - 2017 (< 1 year)

Life Time Athletic

2016 - 2017 (1 year)

Humanus

2016 - 2020 (4 years)

Temple University

2015 - 2016 (1 year)

Pietros

2015 - 2015 (< 1 year)

Panera

2014 - 2015 (1 year)

Journeys

2014 - 2014 (< 1 year)

Vans

2012 - 2016 (4 years)

Upper Merion High School

Disclosures

Please visit the SEC profile of Meagan Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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