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Melanie Sue Kotsonis

Morgan Stanley

Naples, FL

Atlanta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-10-22
TX RA APPROVED_RES 2021-10-22
FL RA APPROVED 2021-09-14
  • GA RA
    APPROVED
    Since 2021-10-22
  • TX RA
    APPROVED_RES
    Since 2021-10-22
  • FL RA
    APPROVED
    Since 2021-09-14

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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
Ubs Financial Services, Inc. Florham Park NJ 04/2017 08/2021
Success Strategies Manalapan NJ 06/2016 04/2017
Morgan Stanley Smith Barney Llc Naples FL 09/2021 Present
  • 04/2017 → 08/2021
    Ubs Financial Services, Inc.
    Florham Park, NJ
  • 06/2016 → 04/2017
    Success Strategies
    Manalapan, NJ
  • 09/2021 → Present
    Morgan Stanley Smith Barney Llc
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-07
  • S66 Uniform Combined State Law Examination
    2017-08-07
Other Names
  • Melanie Burns
  • Melanie Dunn

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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