MD
MD
Melody Dehond is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 25 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
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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Regulatory History (4)
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Financial
August 2020Final
Financial
May 2020Final
Financial
February 2020Final
Financial
March 2017Final
Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
Morgan Stanley
May 2022 - May 2022 · 0 mos
UBS Financial Services INC.Broker
February 2017 - May 2022 · 5 yrs 3 mos
UBS Financial Services INC.
February 2017 - May 2022 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - February 2017 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - February 2017 · 6 yrs
RBC Capital Markets, LLCBroker
September 2005 - February 2011 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
October 2000 - September 2005 · 4 yrs 11 mos
State Registrations33 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.