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Molleda Koy

23 Years of Experience
Annapolis, MD
Broker

Molleda Koy is a registered investment advisor at Morgan Stanley, based in Annapolis, MD, with 23 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

410 Severn Avenue, Suite 211, Annapolis, MD, 21403

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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

Molleda is involved with The Night Watchman LLC as part of the casting crew since 2015. This requires minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2014 - Present · 11 yrs 8 mos
Morgan StanleyBroker
March 2013 - Present · 13 yrs 4 mos
Previous Registrations
Johnston, Lemon & CO. IncorporatedBroker
June 2002 - June 2013 · 11 yrs
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.