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Michele Klippstein

Morgan Stanley
30 Years of Experience
Grosse Pointe Farms, MI
Broker
View SEC Summary
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Michele Klippstein is a registered investment advisor at Morgan Stanley, based in Grosse Pointe Farms, MI, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Morgan Stanley
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
View Full SEC Brochure

Location

130 Kercheval Avenue, Grosse Pointe Farms, MI, 48236

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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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Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 9 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
The Huntington Investment CompanyBroker
March 2010 - September 2010 · 6 mos
Leonard & CompanyBroker
October 2008 - September 2009 · 11 mos
Morgan Stanley Dw INC.Broker
June 2006 - October 2006 · 4 mos
Hantz Financial Services, INC.Broker
July 2003 - November 2004 · 1 yr 4 mos
Mcdonald Investments INC.Broker
January 1997 - July 2003 · 6 yrs 6 mos
Van Kampen American Capital Distributors, INC.Broker
April 1993 - July 1996 · 3 yrs 3 mos
Kemper Financial Services, INC.Broker
October 1990 - March 1993 · 2 yrs 5 mos
Mfs Financial Services, INC.Broker
August 1987 - September 1990 · 3 yrs 1 mo
State Registrations29 states
ALAZCACOCTDCFLGAIDILINMAMDMIMONCNJNMNVNYOHPARISCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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