Melanie Daugherty is a registered investment advisor at Morgan Stanley, based in Troy, MI, with 15 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
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
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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
October 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2013 - October 2021 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - October 2021 · 8 yrs 4 mos
Natcity Investments, INC.Broker
November 2003 - May 2006 · 2 yrs 6 mos
State Registrations25 states
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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.