Melissa Poteat

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

• 03/2026 → Present
  Morgan Stanley
  Raleigh, NC
• 08/2016 → 03/2026
  Wake County Public School System
  Cary, NC
• 05/2017 → 03/2026
  Aquatic Management Group
  Raleigh, NC
• 08/2017 → Present
  North Carolina Virtual Public School
  Raleigh, NC

Other Businesses

*685361 - North Carolina Virtual Public School; Investment related - No; Raleigh, North Carolina; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 20;create resources for students that take virtual courses and assist their classroom teacher in the evenings/weekends *686530 - Melissa Poteat; Investment related - No; Clayton, North Carolina; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2018; During business hours: 0; After business hours: 15;Tutor students in mathematics *709342- Girls Who Solve; Investment related No; Cary, North Carolina; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 10; Tutor

Exams

• S66 Uniform Combined State Law Examination
  2026-05-06

Other Names

• Melissa Ledford