Michael Andreotti is a CFP-designated registered investment advisor at Morgan Stanley, based in San Diego, CA, 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
16644 West Bernardo Drive, Suite 400, San Diego, CA, 92127
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2021 · 17 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2003 - May 2021 · 17 yrs 10 mos
Prudential Securities Incorporated
August 2001 - July 2003 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
M.L. Stern & CO., LLC.Broker
October 1994 - October 2000 · 6 yrs
Chatfield Dean & CO., INC.Broker
February 1994 - August 1994 · 6 mos
State Registrations25 states
ARAZCACOFLHILAMDMNMOMSNJNMNVNYOKORPASCTNTXUTVAWAWV
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.