MB
MB
Melinda Beier is a registered investment advisor at Morgan Stanley, based in Lafayette, IN, with 27 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
415 Columbia Street, Suite 3100, Lafayette, IN, 47901
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Regulatory History (1)
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Customer Dispute
June 2023Denied
Other Business Activities
Melinda is a board member for Saint Joseph's College, Mainstreet Rensselaer, and Franciscan Health Foundation, and is involved with Rensselaer Rotary. She also owns 24/7 Club Fit with her husband.
Employment History
Current Registrations
Morgan StanleyBroker
May 2023 - Present · 3 yrs 4 mos
Morgan Stanley
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Fifth Third Securities, INC.
June 2014 - May 2023 · 8 yrs 11 mos
Fifth Third Securities, INC.Broker
June 2014 - May 2023 · 8 yrs 11 mos
LPL Financial LLCBroker
January 2011 - June 2014 · 3 yrs 5 mos
LPL Financial LLC
January 2011 - June 2014 · 3 yrs 5 mos
PNC Investments
November 2009 - January 2011 · 1 yr 2 mos
PNC InvestmentsBroker
November 2009 - January 2011 · 1 yr 2 mos
Natcity Investments, INC.
October 2002 - November 2009 · 7 yrs 1 mo
Natcity Investments, INC.Broker
July 2002 - November 2009 · 7 yrs 4 mos
Edward JonesBroker
February 1999 - July 2002 · 3 yrs 5 mos
State Registrations21 states
AKALARAZCACOCTFLGAIDILINKYMIMOMSNCNVNYOHTX
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.