Melissa Mcleod is a registered investment advisor at Morgan Stanley, based in St. Petersburg, FL, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
150 Second Avenue North, Suite 1400, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is a trustee or co-trustee for several trusts in Saint Petersburg, Florida, established between 2005 and 2022. These trusts are investment-related, and Melissa spends minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James & Associates, INC.Broker
State Registrations28 states
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