MK
MK

Michael Killeen

41 Years of Experience
Carlsbad, CA
Broker

Michael Killeen is a registered investment advisor at Morgan Stanley, based in Carlsbad, CA, with 41 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

5796 Armada Drive, Suite 200, Carlsbad, CA, 92008

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a trustee or co-trustee for two trusts, one established in 2020 and the other in 2022. He dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
June 1984 - April 1988 · 3 yrs 10 mos
State Registrations23 states
AZCACOFLGAIAIDILMAMDMONCNHNMNVNYOHORTNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Killeen - Financial Advisor | TrueAdvisor