Ameriprise Financial Services
41yrs
Top advisor by experience in Olean
24yrs
Meghan Palumbo
Financial advisor at Morgan Stanley
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office202 West State Street, Olean, NY 14760
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Feb 2026 – nowMorgan StanleyCurrent firm
- 2021 – 2026LPL Financial LLCPreviously
- 2013 – 2021M&t Securities, Inc.Previously
- 2011 – 2013Morgan StanleyPreviously
Questions to ask Meghan
Tailored to Meghan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Meghan
How do I contact Meghan?
Call Morgan Stanley at 914-225-5510 and ask for Meghan Palumbo. Meghan works from the Olean, NY office.
How long has Meghan been a financial advisor?
Meghan has been in the industry since 2003, about 24 years. More experience than 69% of advisors nationwide.
What licenses does Meghan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Meghan a fiduciary?
Meghan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Meghan paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Meghan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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