FM
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Faye Mellos
47 Years of Experience
San Francisco, CA
2 DisclosuresBroker
Faye Mellos is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 47 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
101 California Street 23rd Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2016Settled
Customer Dispute
November 1990Settled
Other Business Activities
Faye is a board member for the Zonta Club of Silicon Valley, focusing on various charitable causes, and spends minimal time on accounting/bookkeeping tasks. Faye is also the treasurer for Zonta - International Prof Womer Rotary.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1998 - April 2007 · 8 yrs 8 mos
Morgan Stanley Dw INC.Broker
May 1981 - April 2007 · 25 yrs 11 mos
E. F. Hutton & Company INCBroker
February 1979 - May 1981 · 2 yrs 3 mos
State Registrations25 states
ALARAZCACOFLHIIDMEMIMOMTNCNHNJNVNYORPATXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.