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Melissa Anne Moyer

Morgan Stanley

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About Melissa Anne Moyer

Melissa Anne Moyer is a financial advisor with Morgan Stanley. Melissa has been in the financial services industry since January 21, 1996. Melissa holds the Series 7, 9, 10, 24, 31, 55, 57TO, 63, 65, 66, 99TO, and SIE licenses. Melissa is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Melissa has a diverse background in the financial services industry, having worked at a number of firms, including Rockefeller Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Janney Montgomery Scott LLC. Melissa specializes in providing financial advice to individuals, businesses, and institutions.

Firm Information

Melissa Moyer is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Melissa Moyer’s Registration & Firm History

PA

05/24/2022 - Present

Morgan Stanley (West Conshohocken PA)

PA

02/21/2020 - 05/26/2022

ROCKEFELLER FINANCIAL LLC (Conshohocken PA)

PA

05/03/2017 - 02/25/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST CONSHOHOCKEN PA)

PA

11/04/2016 - 12/09/2016

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

PA

04/22/2016 - 07/29/2016

EF LEGACY SECURITIES, LLC (CONSHOHOCKEN PA)

VA

07/16/2013 - 04/22/2016

SANDERS MORRIS HARRIS LLC (FAIRFAX VA)

PA

09/13/2012 - 04/10/2013

ROYAL ALLIANCE ASSOCIATES, INC. (FT. WASHINGTON PA)

PA

12/01/2011 - 09/18/2012

LINCOLN INVESTMENT (WYNCOTE PA)

NJ

06/30/2008 - 10/19/2011

ASSENT LLC (JERSEY CITY NJ)

PA

05/25/1999 - 04/03/2008

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

NY

03/20/1998 - 12/14/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

04/21/1997 - 01/22/1998

KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)

NE

01/16/1997 - 04/15/1997

NATIONAL DISCOUNT BROKERS (OMAHA NE)

CA

09/27/1995 - 12/06/1996

STROME SECURITIES, L.P. (SANTA MONICA CA)

NY

06/20/1994 - 09/15/1995

SHERWOOD SECURITIES CORP. (NEW YORK NY)

NE

01/13/1994 - 06/27/1994

NATIONAL DISCOUNT BROKERS (OMAHA NE)

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Licenses & Designations

BOTH

Issued 06/26/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/08/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/17/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/24/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 01/12/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Melissa Anne Moyer.
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