John Anthony Mele

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-05-19
MD	RA	APPROVED	2009-06-01

TX RA
APPROVED_RES

Since 2014-05-19
MD RA
APPROVED

Since 2009-06-01

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Baltimore	MD	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Baltimore, MD
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2006-02-21 → 2009-06-01

Citigroup Global Markets Inc.

Baltimore, MD

New York, NY

Baltimore, MD
2003-10-10 → 2006-02-21

Legg Mason Wood Walker, Incorporated

Baltimore, MD

Other Businesses

*470828- Marathon Horizon LLC; Investment related Yes; Glyndon, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 0;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-10-09

S66 Uniform Combined State Law Examination

2003-10-09

Other Names

John A. Mele

View on SEC IAPD