Michael Welch is a registered investment advisor at Morgan Stanley, based in San Rafael, CA, with 29 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
1101 5th AVENUE, Suite 275, San Rafael, CA, 94901
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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 Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - May 2017 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - May 2017 · 8 yrs 1 mo
Citigroup Global Markets INC.Broker
June 1999 - May 2009 · 9 yrs 11 mos
Franklin/templeton Distributors, INC.Broker
June 1997 - May 1999 · 1 yr 11 mos
Nicholas-Applegate Securities (a California Limited Partnership)Broker
January 1995 - August 1995 · 7 mos
Gt Global, INC.Broker
September 1994 - December 1994 · 3 mos
State Registrations18 states
AZCACOCTDEFLILINMAMNMTNCNDNYTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.