Melissa Talingdan is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 18 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
555 California Street, Pwm, San Francisco, CA, 94104
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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
January 2024 - Present · 2 yrs 4 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
May 2015 - October 2023 · 8 yrs 5 mos
Ameriprise Financial Services, INC.Broker
January 2015 - April 2015 · 3 mos
LPL Financial LLCBroker
October 2008 - January 2015 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2008 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.