MB
MB

Melissa Bednarczyk

22 Years of Experience
Purchase, NY
Broker

Melissa Bednarczyk is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 22 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.Broker
November 2007 - February 2009 · 1 yr 3 mos
J.P. Morgan Securities INC.Broker
December 2003 - June 2007 · 3 yrs 6 mos
American Express Financial Advisors INC.Broker
October 2002 - October 2003 · 1 yr
Ids Life Insurance CompanyBroker
October 2002 - October 2003 · 1 yr
State Registrations34 states
CACOCTDCDEFLGAHIIAILLAMAMDMEMIMNMSMTNCNHNJNMNYOHORPARISCSDTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Melissa Bednarczyk - Financial Advisor | TrueAdvisor