RM
RM
Rodd Melzer is a registered investment advisor at Morgan Stanley, based in Williamsport, PA, with 28 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
175 Pine Street, Suite 100, Williamsport, PA, 17701
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Regulatory History (1)
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Customer Dispute
December 2007Denied
Other Business Activities
Rodd is a board member of Eagles Mere Country Club and a member of the Eagles Mere Borough Zoning Committee and Sewer Authority. He also serves as a trustee/co-trustee for a trust since 2011.
Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 1997 - June 2009 · 11 yrs 9 mos
State Registrations25 states
ARCACOCTDCDEFLGALAMAMDMIMTNCNJNVNYOHPASCTNTXUTVAWY
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.