MV
MV

Michele Vanderlinde

35 Years of Experience
Muskegon, MI
1 DisclosureBroker

Michele Vanderlinde is a registered investment advisor at Morgan Stanley, based in Muskegon, MI, with 35 years of industry experience. Michele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

800 Ellis Road, Suite 125, Muskegon, MI, 49441

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History

Regulatory History (1)
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Customer Dispute
November 2002
Denied
Other Business Activities

Michele is involved in several investment-related activities, including managing a trust, acting as an agent/personal representative for an estate, and managing real estate through an LLC. She also serves on the advisory board for Kids Food Basket, dedicating minimal time outside of business hours to business development and growth.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Robert W. Baird & CO. IncorporatedBroker
October 1991 - March 2008 · 16 yrs 5 mos
State Registrations40 states
AZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMIMNMOMSNCNENHNJNVNYOHOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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