MP
MP
Michelle Parretti
32 Years of Experience
Northborough, MA
3 DisclosuresBroker
Michelle Parretti is a registered investment advisor at Morgan Stanley, based in Northborough, MA, 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
Northborough, MA
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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011Denied
Customer Dispute
January 2006Closed-No Action
Customer Dispute
August 2004Settled
Other Business Activities
Michelle is on the Finance Committee for the Ecotarium museum of science and nature since April 2023. This takes minimal time during business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1995 - June 2009 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - June 1995 · 2 yrs
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.