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Detailed Report
MEGHAN RUTH SCHLEGEL
Meghan Ruth Welsh
CRD#: 7292859
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 7940 WEST RIFLEMAN ST, STE 140
BOISE, ID 83704
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 7940 WEST RIFLEMAN ST, STE 140
BOISE, ID 83704
Registration History
20202021202220232024202520262 FIRMS2022 - Present (2 years)BMORGAN STANLEY (CRD# 149777)2020 - 2022 (1 year)IAMORGAN STANLEY (CRD# 149777)2021 - 2022 (1 year)
License(s)

State Registrations

B
Alaska 9/16/2024
B
Nebraska 1/20/2023
B
Arizona 8/5/2022
B
Nevada 8/5/2022
B
California 8/5/2022
B
New Mexico 7/11/2023
B
Colorado 12/12/2022
B
North Carolina 3/1/2024
B
Florida 3/1/2024
B
North Dakota 3/1/2024
B
Hawaii 7/9/2024
B
Oklahoma 10/9/2024
B
Idaho 8/5/2022
B
Oregon 8/5/2022
IA
Idaho 8/29/2022
B
Texas 8/26/2022
B
Illinois 8/5/2022
IA
Texas 9/6/2022
B
Indiana 9/29/2023
B
Utah 8/5/2022
B
Iowa 7/9/2024
B
Virginia 3/1/2024
B
Maryland 3/1/2024
B
Washington 8/5/2022
B
Michigan 7/10/2023
B
Wisconsin 3/6/2025
B
Missouri 4/18/2024
B
Wyoming 8/5/2022
B
Montana 8/5/2022

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
7940 WEST RIFLEMAN ST, STE 140, BOISE, ID 83704
Registered with this firm since 8/29/2022
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
7940 WEST RIFLEMAN ST, STE 140, BOISE, ID 83704
KUNA, ID
Registered with this firm since 8/5/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/21/2021 - 08/01/2022 MORGAN STANLEY (CRD#:149777) Oak Brook, IL
B
 12/09/2020 - 08/01/2022 MORGAN STANLEY (CRD#:149777) Oak Brook, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.