MF
MF
Michael Flanagan is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 25 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2011Other Business Activities
Michael is a council member of the Parkland Foundation Gift Planning Council, a fundraising committee for Parkland Hospital, since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - November 2024 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - November 2024 · 8 yrs 8 mos
Credit Suisse Securities (USA) LLC
March 2012 - March 2016 · 4 yrs
Credit Suisse Securities (USA) LLCBroker
March 2012 - March 2016 · 4 yrs
Goldman, Sachs & CO.Broker
October 2002 - November 2011 · 9 yrs 1 mo
Goldman, Sachs & CO.Broker
August 1996 - July 1999 · 2 yrs 11 mos
State Registrations20 states
AZCACOFLGAIDLAMAMDMEMONCNJNYOHOKPATNTXVA
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.