Melissa to is a registered investment advisor at Morgan Stanley, based in Santa Ana, CA, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Fee Structure
Location
2677 North Main Street, Suite 1000, Santa Ana, CA, 92705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is a trustee for a trust in Anaheim, California since January 2022, spending about 20 hours per month on it. She also owns real estate and rental property in Irvine, California, dedicating minimal time to property management.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
State Registrations3 states
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