MK
MK

Michael Kosik

37 Years of Experience
Shrewsbury, NJ
Broker

Michael Kosik is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 37 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

1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702

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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 POA for a personal trust in New York since 2018. This activity takes minimal time each month.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
UBS Financial Services INC.
June 2002 - February 2008 · 5 yrs 8 mos
UBS Financial Services INC.Broker
April 1994 - February 2008 · 13 yrs 10 mos
Prudential Securities IncorporatedBroker
October 1990 - March 1994 · 3 yrs 5 mos
Lehman Brothers INC.Broker
September 1988 - October 1990 · 2 yrs 1 mo
Vanderbilt Securities, INC.Broker
April 1988 - July 1988 · 3 mos
State Registrations32 states
AZCACOCTDCDEFLGAIAIDILINKYMAMIMONCNJNMNVNYOHORPARISCTNTXVAWAWIWV
AdvisorBrokerBoth

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