Michael Sato is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 31 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
112 Worcester Street, Wellesley, MA, 02481
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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
June 2025 - Present · 11 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2023 - December 2023 · 11 mos
Fidelity Brokerage Services LLCBroker
January 2023 - February 2023 · 1 mo
National Financial Services LLCBroker
September 2021 - September 2022 · 1 yr
Strategic Advisers, INC.
January 1998 - April 2013 · 15 yrs 3 mos
National Financial Services CorporationBroker
October 1994 - December 1997 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
January 1992 - January 2021 · 29 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.