Morgan Stanley
47yrs
Top advisor by experience in Purchase
1yr
Michael Meringolo
Financial advisor at Morgan Stanley
Michael Meringolo has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Purchase, New York. After less than a year at Equitable Advisors, Michael joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 800 advisors with offices in Purchase, and one of 755 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2000 Westchester Avenue 1nc, Purchase, NY 10577
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowMorgan StanleyCurrent firm
- Oct 2025 – Jan 2026Equitable Advisors, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Morgan Stanley at 914-225-5510 and ask for Michael Meringolo. Michael works from the Purchase, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael 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 Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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