MD
CFP · ChFC
MD
CFP · ChFC

Michael Douvadjian

39 Years of Experience
Boston, MA
4 DisclosuresBroker

Michael Douvadjian is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Boston, MA, with 39 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

28 State Street 26th Floor, Boston, MA, 02110

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2020
Settled
Customer Dispute
August 2010
Denied
Customer Dispute
May 2008
Settled
Customer Dispute
March 1997
Settled
Other Business Activities

Michael is a board member for Families United in Education Leadership, dedicating a few hours per week. He is also a board member of the Francis Ouimet Scholarship Fund and on the investment committee for Squashbusters, making investment decisions and fundraising. Finally, Michael is the treasurer for the Augustus A White Institute for Healthcare Equity, responsible for financial management and reporting.

Employment History
Current Registrations
Morgan Stanley
July 2021 - Present · 5 yrs
Morgan StanleyBroker
July 2021 - Present · 5 yrs
Previous Registrations
UBS Financial Services INC.
January 2005 - August 2021 · 16 yrs 7 mos
UBS Financial Services INC.Broker
January 2005 - August 2021 · 16 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 1987 - January 2005 · 17 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1986 - January 2005 · 18 yrs 7 mos
State Registrations28 states
AZCACTDCDEFLGAILMAMDMEMINENHNJNVNYPARISCSDTNTXUTVAVTWAWI
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 Douvadjian - Financial Advisor | TrueAdvisor