MC
MC

Michelle Conrardy

32 Years of Experience
Greenwood Village, CO
Broker

Michelle Conrardy is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 32 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

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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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
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2001 - June 2009 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
October 1999 - June 2009 · 9 yrs 8 mos
First Union Securities, INC.Broker
September 1994 - November 1999 · 5 yrs 2 mos
Norwest Investment Services, INC.Broker
September 1991 - April 1992 · 7 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michelle Conrardy - Financial Advisor | TrueAdvisor