Joseph Michalak is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 34 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
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
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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 Stanley
April 2011 - Present · 15 yrs 1 mo
Morgan StanleyBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
January 2011 - April 2011 · 3 mos
UBS Financial Services INC.Broker
September 2006 - April 2011 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
March 2000 - October 2006 · 6 yrs 7 mos
Olde Discount CorporationBroker
July 1991 - March 2000 · 8 yrs 8 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMNMONCNENJNMNVNYOHORPAPRSCTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.