MD
MD
Michael D'agostino
40 Years of Experience
Bloomfield Hills, MI
3 DisclosuresBroker
Michael D'agostino is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 40 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
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2008Settled
Customer Dispute
May 2000Settled
Customer Dispute
August 1999Settled
Other Business Activities
Michael owns rental property in Waterford, MI since 2010 and employs a property manager. He spends minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.Broker
August 2004 - October 2008 · 4 yrs 2 mos
Wachovia Securities, LLCBroker
July 2003 - September 2004 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
October 1999 - July 2003 · 3 yrs 9 mos
Painewebber IncorporatedBroker
May 1992 - October 1999 · 7 yrs 5 mos
Lehman Brothers INC.Broker
September 1989 - May 1992 · 2 yrs 8 mos
Smith, Hague & CO., IncorporatedBroker
July 1988 - October 1989 · 1 yr 3 mos
Olde Discount CorporationBroker
June 1986 - August 1988 · 2 yrs 2 mos
First Investors CorporationBroker
September 1984 - June 1985 · 9 mos
State Registrations11 states
FLIDILINMINCNHPASCTXWI
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.