MM
CFP
MM
CFP

Michael Melo

13 Years of Experience
Portland, ME
Broker

Michael Melo is a CFP-designated registered investment advisor at Morgan Stanley, based in Portland, ME, with 13 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

100 Middle Street, 3rd Floor, Portland, ME, 04101

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History

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.

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Other Business Activities

Michael works as a contractor for A Place for Rover, Inc., a recreation-related business. He spends a few hours per week on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
June 2016 - Present · 10 yrs 3 mos
Previous Registrations
MML Investors Services, LLCBroker
April 2012 - June 2016 · 4 yrs 2 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.