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Michelle Lively
23 Years of Experience
Birmingham, MI
1 DisclosureBroker
Michelle Lively is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 23 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
Get directionsHistory
Regulatory History (1)
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Financial
October 2019Final
Other Business Activities
Michelle is an independent representative for Silpada Designs Jewelry, selling jewelry at home shows. She does not plan to continue this activity after the renewal date in July.
Employment History
Current Registrations
Morgan Stanley
February 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2002 - April 2006 · 3 yrs 8 mos
State Registrations40 states
ALAZCACOCTDEFLGAHIIDILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.