LM
LM

Louis Meltzer

33 Years of Experience
New York, NY
Broker

Louis Meltzer is a registered investment advisor at Morgan Stanley, based in New York, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis is a participant in Mr. Bubbles 2, a coin laundry business, since 2014. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - September 2020 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - September 2020 · 25 yrs 7 mos
Lehman Brothers INC.Broker
October 1992 - January 1995 · 2 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.