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Marcela Melian

Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Morgan StanleyOct 2023 to now
  2. UnemployedJun 2023 to Sep 2023
  3. Morgan StanleyFeb 2022 to May 2023
  4. OcrolusOct 2021 to Dec 2021
  5. Glg Gerson Lehrman GroupJun 2021 to Aug 2021
  6. Nyu Wasserman Center for Career DevelopmentSep 2019 to May 2020
  7. New York UniversityAug 2018 to Dec 2021
  8. School for Advanced StudiesAug 2016 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7496729
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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