MS
MS

Michael Simeone

31 Years of Experience
Chicago, IL
Broker

Michael Simeone is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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

233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is an officer of Indigo Mane, LLC, a music performance and production company, to sign on behalf of his underage son. He spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - March 2005 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
July 2001 - June 2009 · 7 yrs 11 mos
Morgan Stanley Dw INC.Broker
March 1999 - July 2001 · 2 yrs 4 mos
Painewebber IncorporatedBroker
March 1995 - March 1999 · 4 yrs
Smith Barney INC.Broker
January 1995 - February 1995 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.