Melissa Eastep, financial advisor Greenwood Village CO
93 score

Melissa Eastep

CRD Number: 3174668
Current Firm: Morgan Stanley

Melissa Eastep (CRD# 3174668) is an Investment Advisor Representative working at Morgan Stanley in Greenwood Village, CO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Greenwood Village, CO Oct 2014 - Current 2
Morgan Stanley Smith Barney LLC Washington, DC Mar 2010 - Nov 2014 4
Morgan Stanley Smith Barney LLC Philadelphia, PA Oct 2012 - Oct 2014 2
Morgan Stanley Smith Barney LLC Sarasota, FL Jun 2009 - Mar 2010 < 1
Morgan Stanley & Company, Incorporated Sarasota, FL Apr 2007 - May 2009 2
Morgan Stanley Dw, Inc. Sarasota, FL Oct 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Melissa R. Eastep
Phone Number: 914-225-5510
Registered State(s):
  • CO
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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