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Michael Bork

40 Years of Experience
Peoria, IL
2 DisclosuresBroker

Michael Bork is a registered investment advisor at Morgan Stanley, based in Peoria, IL, 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

211 Fulton Street, Suite 500A, Peoria, IL, 61602

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History

Regulatory History (2)
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Regulatory
April 1984
Final
Civil
April 1984
Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
December 1997 - June 2009 · 11 yrs 6 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
February 1986 - April 1988 · 2 yrs 2 mos
State Registrations42 states
ARAZCACOCTDCFLGAIAIDILINKSLAMAMDMEMIMNMOMSNCNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Michael Bork - Financial Advisor | TrueAdvisor