MC
CFP
MC
CFP

Michael Corley

42 Years of Experience
Palo Alto, CA
Broker

Michael Corley is a CFP-designated registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 42 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

1400 Page Mill Road, Palo Alto, CA, 94304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a trustee for his father's trust and manages rental properties, dedicating minimal time to these activities. He is also a board member for Phi Kappa Sigma Fraternity, attending annual meetings.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - September 2024 · 21 yrs 2 mos
Wells Fargo Advisors
July 2003 - September 2024 · 21 yrs 2 mos
Prudential Securities Incorporated
December 1985 - July 2003 · 17 yrs 7 mos
Prudential Securities IncorporatedBroker
February 1985 - July 2003 · 18 yrs 5 mos
Equitec Securities CompanyBroker
October 1983 - February 1985 · 1 yr 4 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.