ML
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Michael Lingner
44 Years of Experience
Chapel Hill, NC
2 DisclosuresBroker
Michael Lingner is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1997Settled
Customer Dispute
June 1992Settled
Other Business Activities
Michael is a board member of the Virginia Inland Sailing Association, a recreational organization, since January 2022. This activity requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Summit Financial Group INC
September 2007 - May 2008 · 8 mos
Summit Brokerage Services, INC.Broker
September 2007 - May 2008 · 8 mos
Linsco/private Ledger CORP.
February 2003 - September 2007 · 4 yrs 7 mos
Linsco/private Ledger CORP.Broker
February 2003 - September 2007 · 4 yrs 7 mos
Wachovia Securities, INC.
June 2002 - March 2003 · 9 mos
Wachovia Securities, INC.Broker
June 2002 - March 2003 · 9 mos
Wachovia Securities, INC.
January 2002 - June 2002 · 5 mos
Wachovia Securities, INC.Broker
April 1997 - June 2002 · 5 yrs 2 mos
Painewebber IncorporatedBroker
December 1985 - April 1997 · 11 yrs 4 mos
E. F. Hutton & Company INCBroker
December 1981 - December 1985 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.