Melissa Derouen is a registered investment advisor at Morgan Stanley, based in Lake Charles, LA, with 16 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
1450 William Street, 3rd Floor, Lake Charles, LA, 70601
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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
June 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
February 2020 - Present · 6 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2018 - December 2019 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
January 2015 - June 2018 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
June 2009 - December 2014 · 5 yrs 6 mos
State Registrations2 states
ARLA
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.