Rodd Melzer is a registered investment advisor at Morgan Stanley, based in Eagles Mere, PA, with 29 years of industry experience. Rodd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Eagles Mere, PA
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Regulatory History (1)
Customer Dispute
December 2007Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations25 states
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.