MO
MO

Michelle Oneal

31 Years of Experience
Louisville, KY
Broker

Michelle Oneal is a registered investment advisor at Morgan Stanley, based in Louisville, KY, 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michelle is a board member for River City Turners Gymnastics, a youth organization, since 2020. This administrative role takes about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - June 2022 · 17 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - June 2022 · 21 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1994 - April 2002 · 8 yrs
State Registrations46 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.