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Melanie Regner

24 Years of Experience
Raleigh, NC
Broker

Melanie Regner is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 24 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

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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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

Melanie owns 50% shares of Parkridge LLC, a real estate company, dedicating an impossible 3000 hours per month (10% during office hours) to obtaining tax data for a CPA. She also owns rental properties in Emerald Isle, Washington, and Clayton, NC, and serves on the Finance Committee for Leadership North Carolina, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2001 - September 2011 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - September 2011 · 10 yrs 5 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Melanie Regner - Financial Advisor | TrueAdvisor