MW
MW

Michael White

31 Years of Experience
Durango, CO
1 DisclosureBroker

Michael White is a registered investment advisor at Morgan Stanley, based in Durango, CO, 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

Durango, CO

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History

Regulatory History (1)
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Customer Dispute
January 2005
Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 2000 - June 2009 · 8 yrs 6 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - December 2000 · 6 yrs 1 mo
Interstate/johnson Lane CorporationBroker
January 1994 - June 1994 · 5 mos
State Registrations35 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.