MW
MW

Michael Weisberg

30 Years of Experience
Woodland Hills, CA
Broker

Michael Weisberg 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.

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Other Business Activities

Michael is a board member on the finance and investment committees for de Toledo High School since April 2019, dedicating minimal time outside business hours. He also serves on the investment committee for the Foundation for Jewish Camp since March 2023, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Bear, Stearns & CO. INC.
October 1998 - March 2008 · 9 yrs 5 mos
Bear, Stearns & CO. INC.Broker
April 1995 - March 2008 · 12 yrs 11 mos
State Registrations20 states
AZCACOCTDEFLHIILMAMENJNVNYORSCTNTXUTWAWI
AdvisorBrokerBoth

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