Melanie Graves is a registered investment advisor at Morgan Stanley, based in Portland, OR, with 10 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
760 South West 9th Avenue, Suite 2100, Portland, OR, 97205
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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
February 2024 - Present · 2 yrs 7 mos
Morgan StanleyBroker
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLCBroker
April 2009 - July 2014 · 5 yrs 3 mos
UBS Financial Services INC.Broker
October 2007 - April 2009 · 1 yr 6 mos
Wachovia Securities, LLCBroker
July 2007 - September 2007 · 2 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAHIIAIDILKSKYMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.