MG
MG

Michelle German

29 Years of Experience
Palm Beach Gardens, FL
Broker

Michelle German is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, 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
Loading...

Location

3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
April 2024 - September 2025 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2024 - September 2025 · 1 yr 5 mos
J.P. Morgan Securities LLC
December 2023 - April 2024 · 4 mos
J.P. Morgan Securities LLCBroker
December 2023 - April 2024 · 4 mos
RBC Capital Markets, LLC
May 2023 - December 2023 · 7 mos
RBC Capital Markets, LLCBroker
August 2022 - December 2023 · 1 yr 4 mos
Goldman Sachs & CO. LLCBroker
June 1996 - January 2022 · 25 yrs 7 mos
Americorp Securities, INC.Broker
September 1995 - May 1996 · 8 mos
State Registrations33 states
AZCACOCTDCDEFLGAILKSMAMDMIMNMOMSMTNCNHNJNVNYORPARISCSDTNTXVAVTWAWI
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.
Michelle German - Financial Advisor | TrueAdvisor