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Melinda Brewer

30 Years of Experience
Oklahoma City, OK
Broker

Melinda Brewer is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 30 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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History

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.

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Other Business Activities

Melinda serves as an arbitrator for FINRA industry regulators, hearing arbitration cases. She also serves on the Advisory Council for the Oklahoma Commission on the Status of Women, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2005 - June 2009 · 3 yrs 6 mos
Edward JonesBroker
November 1995 - December 2005 · 10 yrs 1 mo
State Registrations37 states
AKARAZCACODCDEFLGAIAILINKSKYMDMIMNMONCNENJNMNVNYOHOKORPAPRSCTNTXUTVAVTWAWI
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.
Melinda Brewer - Financial Advisor | TrueAdvisor