ML
ML

Melissa Long

8 Years of Experience
Colchester, VT
Broker

Melissa Long is a registered investment advisor at Morgan Stanley, based in Colchester, VT, with 8 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
Loading...

Location

105 West View Road, 5th Floor, Colchester, VT, 05446

Get directions

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.

Learn about disclosures →
Other Business Activities

Melissa serves as a power of attorney since March 2021. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2018 - July 2018 · 5 mos
Ameriprise Financial Services, INC.Broker
February 2018 - July 2018 · 5 mos
State Registrations34 states
AKAZCACOCTDCDEFLGAHIILKYMAMDMEMTNCNHNJNMNYOHOKORPAPRRISCTXUTVAVTWAWY
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.