MV
MV
Michelle Vartanian
44 Years of Experience
Coral Springs, FL
1 DisclosureBroker
Michelle Vartanian is a registered investment advisor at Morgan Stanley, based in Coral Springs, FL, 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
2825 N. University Drive, Suite 400, Coral Springs, FL, 33065
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2011Denied
Other Business Activities
Michelle is a limited partner in JOMP LLC, a real estate rental property in Warren, Massachusetts, since 2006. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
September 2013 - September 2023 · 10 yrs
UBS Financial Services INC.Broker
September 2013 - September 2023 · 10 yrs
Morgan StanleyBroker
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley & CO. Incorporated
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.
June 1994 - November 2007 · 13 yrs 5 mos
Citigroup Global Markets INC.Broker
June 1994 - November 2007 · 13 yrs 5 mos
Prudential Securities IncorporatedBroker
May 1982 - June 1994 · 12 yrs 1 mo
Otc Net IncorporatedBroker
March 1982 - May 1982 · 2 mos
State Registrations18 states
CODCFLGAILINMAMINCNJNYOHPARISCTNTXVA
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.