MH
CFP
MH
CFP
Melissa Hirschi
18 Years of Experience
Salt Lake City, UT
1 DisclosureBroker
Melissa Hirschi is a CFP-designated registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, 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
60 East South Temple, 20th Floor, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2016Denied
Other Business Activities
Melissa works as a bookkeeper for High Moon Group, LLC, a retail/online store, dedicating minimal time after business hours. This activity is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - June 2023 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2011 - June 2023 · 12 yrs 5 mos
Wells Fargo Investments, LLC
August 2007 - January 2011 · 3 yrs 5 mos
Wells Fargo Investments, LLCBroker
July 2007 - January 2011 · 3 yrs 6 mos
State Registrations40 states
AKAZCACOCTDCDEFLGAHIIDILKSKYMAMDMEMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.