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Melissa Heather Marie Gregory

Morgan Stanley

Baltimore, MD

CRD 6244180

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-20
MD RA APPROVED 2016-01-04
  • TX RA
    APPROVED_RES
    Since 2020-02-20
  • MD RA
    APPROVED
    Since 2016-01-04

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
OrganizationCityStateFromTo
Basignani Winery Sparks MD 05/2014 06/2017
Morgan Stanley Baltimore MD 01/2016 Present
Morgan Stanley Private Bank, N.A New York NY 07/2019 Present
  • 05/2014 → 06/2017
    Basignani Winery
    Sparks, MD
  • 01/2016 → Present
    Morgan Stanley
    Baltimore, MD
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-07
S63 Uniform Securities Agent State Law Examination 2014-01-18
  • S65 Uniform Investment Adviser Law Examination
    2015-12-07
  • S63 Uniform Securities Agent State Law Examination
    2014-01-18
Other Names
  • Melissa Heather Marie Wallace

View on SEC IAPD

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