Melodee Zavada, financial advisor Coos Bay OR
93 score

Melodee Zavada

CRD Number: 3010165
Current Firm: Morgan Stanley

Melodee Zavada (CRD# 3010165) is an Investment Advisor Representative working at Morgan Stanley in Coos Bay, OR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Coos Bay, OR Jun 2009 - Current 7
Citigroup Global Markets Inc. Coos Bay, OR Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Melodee A. Zavada
Phone Number: 914-225-5510
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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