MG
MG

Michael Gee

32 Years of Experience
Fort Lauderdale, FL
3 DisclosuresBroker

Michael Gee is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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History

Regulatory History (3)
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Customer Dispute
December 2002
Denied
Customer Dispute
July 2002
Denied
Customer Dispute
January 2001
Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Wachovia Securities, LLC
November 2001 - April 2009 · 7 yrs 5 mos
Wachovia Securities, LLCBroker
November 2001 - April 2009 · 7 yrs 5 mos
Wm Financial Services, INC.Broker
May 1998 - November 2001 · 3 yrs 6 mos
Great Western Financial Securities CorporationBroker
January 1997 - May 1998 · 1 yr 4 mos
Barber & Bronson IncorporatedBroker
October 1996 - January 1997 · 3 mos
Aag Securities, INC.Broker
November 1995 - October 1996 · 11 mos
Independent Financial Securities, INC.Broker
June 1993 - December 1994 · 1 yr 6 mos
Marketing One Securities, INC.Broker
October 1992 - June 1993 · 8 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
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.