Melva Casana is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 11 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
250 Fillmore Street, Suite 104, Denver, CO, 80206
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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
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2017 - May 2021 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
December 2016 - May 2021 · 4 yrs 5 mos
Charles Schwab & CO., INC.Broker
September 2012 - December 2014 · 2 yrs 3 mos
State Registrations2 states
CONM
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.