MC
MC

Michael Curtin

30 Years of Experience
Woodland Hills, CA
Broker

Michael Curtin is a registered investment advisor at Morgan Stanley, based in Woodland Hills, CA, with 30 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

21650 Oxnard Street, Suite 1800, Woodland Hills, CA, 91367

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History

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.

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Other Business Activities

Michael serves as a successor trustee for a trust in Burbank, California, since March 2021. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
UBS Financial Services INC.Broker
November 2004 - March 2008 · 3 yrs 4 mos
UBS Financial Services INC.
November 2004 - March 2008 · 3 yrs 4 mos
Morgan Stanley
October 1999 - November 2004 · 5 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 1999 - November 2004 · 5 yrs 4 mos
PFS Investments INC.Broker
January 1995 - October 1998 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Curtin - Financial Advisor | TrueAdvisor