Michael Sullivan is a registered investment advisor at Morgan Stanley, based in Lisle, IL, 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
4225 Naperville Road, Suite 255, Lisle, IL, 60532
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2023 - Present · 3 yrs 1 mo
Morgan Stanley
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - June 2023 · 15 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - June 2023 · 15 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2008 · 1 yr
Morgan Stanley & CO. Incorporated
April 2007 - April 2008 · 1 yr
Morgan Stanley
February 1998 - April 2007 · 9 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1988 - April 2007 · 18 yrs 6 mos
State Registrations32 states
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Exams
No exam information available for this advisor.