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Michael Weinman is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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Regulatory History (2)
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Customer Dispute
June 2009Settled
Customer Dispute
March 2008Settled
Other Business Activities
Michael is involved with Weinman Family Investments LLC, a family holding company, since 2010.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
January 2004 - March 2009 · 5 yrs 2 mos
UBS Financial Services INC.Broker
August 2000 - March 2009 · 8 yrs 7 mos
J.C. Bradford & CO.Broker
April 1998 - August 2000 · 2 yrs 4 mos
D. H. Blair & CO., INC.Broker
April 1993 - March 1998 · 4 yrs 11 mos
State Registrations37 states
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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.