Julie Kerrigan

CRD 3081577 · Morgan Stanley · Melville, NY

IA RegisteredBroker

Also appears in the source record as: Julie M Kerrigan; Julie Meehan Whiston

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 10Series 9SIESeries 7
Registered states (35): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Idaho · Illinois · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Texas · Utah · Virginia · Washington · West Virginia
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (13)

From the source registration record · current first

Morgan StanleyCurrent
Melville, NY · IA capacity

Aug 8, 2019 → present
Wells Fargo Clearing Services, LLC
BD capacity

May 31, 2017 → Aug 7, 2019
Wells Fargo Clearing Services, LLC
IA capacity

May 31, 2017 → Aug 7, 2019
Morgan Stanley
IA capacity

Mar 25, 2015 → May 30, 2017
Morgan Stanley
BD capacity

Nov 1, 2013 → May 30, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jun 7, 2010 → Oct 22, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jun 2, 2010 → Oct 22, 2013
Raymond James Financial Services Advisors, Inc
IA capacity

Nov 17, 2009 → May 17, 2010
Raymond James Financial Services, Inc.
BD capacity

Oct 28, 2009 → May 17, 2010
Ubs Financial Services Inc.
BD capacity

Jul 18, 2002 → Aug 21, 2008
Deutsche Banc Alex. Brown Inc.
BD capacity

Jan 13, 2001 → Feb 20, 2002
Db Alex. Brown LLC
BD capacity

Jul 12, 2000 → Jan 13, 2001
Cambridge Capital, LLC
BD capacity

Apr 27, 2000 → Jul 10, 2000

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 3081577 ↗ FINRA BrokerCheck record for CRD 3081577 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.