Marni Menden is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 20 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
1901 Main Street, Suite 700, Irvine, CA, 92614
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
May 2021 - October 2023 · 2 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2021 - October 2023 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - May 2021 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
September 2018 - May 2021 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
April 2017 - September 2018 · 1 yr 5 mos
J.P. Morgan Securities LLC
April 2017 - September 2018 · 1 yr 5 mos
RBC Capital Markets, LLCBroker
November 2015 - January 2017 · 1 yr 2 mos
RBC Capital Markets, LLC
November 2015 - January 2017 · 1 yr 2 mos
UBS Financial Services INC.
January 2012 - November 2015 · 3 yrs 10 mos
UBS Financial Services INC.Broker
January 2012 - November 2015 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
March 2010 - January 2012 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
February 2010 - January 2012 · 1 yr 11 mos
UBS Financial Services INC.
December 2005 - March 2010 · 4 yrs 3 mos
UBS Financial Services INC.Broker
February 2005 - March 2010 · 5 yrs 1 mo
State Registrations53 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.