Melissa A Herley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 09/2020
  Raymond James & Associates, Inc
  Westport, CT
• 03/2021 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 09/2015 → 12/2019
  Unemployed
  Southport, CT
• 11/2020 → 11/2020
  Macys
  Trumbull, CT
• 12/2020 → 02/2021
  Unemployed
  Southport, CT
• 10/2022 → Present
  Morgan Stanley
  Greenwich, CT

Previous Registrations

• 2021-04-01 → 2022-10-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Greenwich, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-12
• S63 Uniform Securities Agent State Law Examination
  2020-08-20

Other Names

• Melissa Anne Mcclaine
• Melissa Anne Herley