Michael Lingner
Michael Lingner is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 44 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1997Customer Dispute
June 1992Other 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
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations53 states
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
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