Melissa
Shadden

Morgan Stanley

CRD#5951866
Investment Advisor
in Long Beach, CA

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About this Advisor

Melissa Shadden is a financial advisor who works out of Long Beach, California, who has 6 years of relevant experience. Shadden currently works for Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Mufg Union Bank, Long Beach Yacht Club, Santa Clara University, Santa Clara Univeristy, Chadwick School and Morgan Stanley Private Bank, National Association. Shadden has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, California, Colorado and Texas. Morgan Stanley is a business headquartered in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in total assets between its 2,233,188 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which service is offered. Fee types charged by Morgan Stanley most likely include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

6700 East Pacific Coast Highway Suite 110
Long Beach, CA 90803

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Melissa Shadden Work History

Melissa has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Morgan Stanley

2017 - Present (7 years)

Morgan Stanley Private Bank, National Association

2016 - 2016 (< 1 year)

Mufg Union Bank

2016 - 2017 (1 year)

Santa Clara University

2015 - 2015 (< 1 year)

Morgan Stanley

2015 - 2016 (1 year)

Santa Clara University

2014 - 2015 (1 year)

Santa Clara Univeristy

2013 - 2014 (1 year)

Long Beach Yacht Club

2009 - 2013 (4 years)

Chadwick School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Shadden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Janelle Williams
Billings, MT
Katherine Figus
Chicago, IL
Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Monica Handy
Richmond, VA
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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