Michael Weiss is a registered investment advisor at Morgan Stanley, based in Ridgefield, CT, with 41 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
90 Grove Street, Ridgefield, CT, 06877
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Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
April 2009Other Business Activities
Michael is on the Finance Committee for the National Ability Center, a charitable non-profit, spending minimal time outside business hours. He also assists family members, Karley Weiss and David Weiss, spending minimal time on this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.Broker
UBS Financial Services INC.
First Investors CorporationBroker
State Registrations41 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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