Melissa Herley is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 9 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
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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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
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - October 2022 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - October 2022 · 1 yr 6 mos
Raymond James & Associates, INC.Broker
May 2020 - September 2020 · 4 mos
Goldman, Sachs & CO.Broker
April 1997 - January 2001 · 3 yrs 9 mos
Gruntal & CO., L.L.C.Broker
December 1996 - April 1997 · 4 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.