TM
TM

Thomas Melchert

29 Years of Experience
Davenport, IA
Broker

Thomas Melchert is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 29 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

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas owns rental property through Carriage Club Condo LLC since 2015. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Wells Fargo Investments, LLCBroker
February 2005 - November 2008 · 3 yrs 9 mos
Wells Fargo Investments, LLC
February 2005 - November 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.
November 2002 - February 2005 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
November 2002 - February 2005 · 2 yrs 3 mos
MML Investors Services, INC.
May 2000 - November 2002 · 2 yrs 6 mos
MML Investors Services, INC.Broker
February 1997 - November 2002 · 5 yrs 9 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMDMIMNMONCNDNHNVNYOHOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.