Melinda Schad is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 27 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2021 - March 2022 · 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2021 - March 2022 · 5 mos
RBC Capital Markets, LLCBroker
April 2021 - October 2021 · 6 mos
RBC Capital Markets, LLC
April 2021 - October 2021 · 6 mos
Stifel, Nicolaus & Company, Incorporated
June 2013 - April 2021 · 7 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2013 - April 2021 · 7 yrs 10 mos
Wells Fargo Advisors, LLC
February 2008 - June 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
February 2008 - June 2013 · 5 yrs 4 mos
B. Riley & CO., LLCBroker
December 2007 - February 2008 · 2 mos
A. G. Edwards & Sons, INC.
August 2005 - December 2007 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
April 2003 - December 2007 · 4 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - May 2003 · 2 yrs
Wells Fargo Securities INC.Broker
April 1999 - May 2001 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - March 1999 · 1 yr
State Registrations32 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.