Melissa
Moyer

Morgan Stanley

CRD#2375247
Investment Advisor
in Blue Bell, PA

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About this Advisor

Melissa Moyer is a financial advisor who works in Blue Bell, Pennsylvania with 1 year of industry experience. Moyer is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Sanders Morris Harris Inc, Ef Legacy Securities, LLC, Janney Montgomery Scott LLC, Edelman Financial Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Rockefeller Financial LLC and Morgan Stanley. Moyer has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Morgan Stanley is a firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets among its 2,233,188 client 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 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a number of services, including 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 for financial management depend on which service is offered. Fees billed by Morgan Stanley can be comprised of some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

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

1787 Sentry Parkway West Building 18 Street 440
Blue Bell, PA 19422

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

PA Average: 88
Total Number of Accounts

2,233,188

PA Average: 3,892
Average Account Size

$530,659

PA 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 Moyer Work History

Melissa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2020 - 2022 (2 years)

Rockefeller Financial LLC

2019 - 2020 (1 year)

Bank Of America, N.A

2017 - 2020 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Ef Legacy Securities, LLC

2016 - 2016 (< 1 year)

Janney Montgomery Scott LLC

2016 - 2016 (< 1 year)

Edelman Financial Services

2013 - 2016 (3 years)

Sanders Morris Harris Inc

*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 Moyer 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

Seth Hart
New York, NY
Joseph Longobardi
New York, NY
Margret Birch
Oak Brook, IL
Russell Huebschle
Oakland, CA
Allan House
Baltimore, MD
Melissa Moyer
Blue Bell, PA
William Dilodovico
Fort Lauderdale, FL
Ellen Spitz
Garden City, NY

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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