Melissa Giles, financial advisor San Antonio TX
93 score

Melissa Giles

CRD Number: 5388781
Current Firm: Morgan Stanley

Melissa Giles (CRD# 5388781) is an Investment Advisor Representative working at Morgan Stanley in San Antonio, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Austin, TX May 2015 - Current 1
Morgan Stanley Smith Barney LLC Austin, TX Jan 2014 - May 2015 1
Morgan Stanley Smith Barney LLC Salt Lake City, UT Apr 2013 - Jan 2014 < 1
Morgan Stanley Smith Barney LLC Park City, UT Dec 2011 - Apr 2013 1
Northwestern Mutual Investment Services, LLC Salt Lake City, UT Apr 2009 - Dec 2011 2
Tyson Smith Salt Lake City, UT Apr 2009 - Nov 2011 2
Tyson Smith Los Angeles, CA Sep 2008 - Apr 2009 < 1
Northwestern Mutual Investment Services, LLC Los Angeles, CA Nov 2007 - Apr 2009 1
Robert Kerrigan Los Angeles, CA Jul 2007 - Sep 2008 1
Travel/unemployed Travel, Mar 2007 - Jun 2007 < 1
Eli Language Institute Ganghwa, May 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Melissa C. Giles
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • UT
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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