Melonie Kaiser is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 17 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
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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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 StanleyBroker
December 2013 - Present · 12 yrs 5 mos
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
April 2012 - October 2012 · 6 mos
UBS Financial Services INC.
January 2011 - May 2011 · 4 mos
UBS Financial Services INC.Broker
March 2008 - May 2011 · 3 yrs 2 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.