MK
CFA · CFP
MK
CFA · CFP

Michael Kislin

23 Years of Experience
Purchase, NY
1 DisclosureBroker

Michael Kislin is a CFA, CFP-designated registered investment advisor at Morgan Stanley, based in Purchase, NY, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23124 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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History

Regulatory History (1)
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Customer Dispute
February 2026
Denied
Other Business Activities

Michael is the owner of Kislin Family Ventures, LLC, an aerial photography business, since 2016. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 3 yrs 1 mo
Morgan Stanley
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - September 2023 · 10 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2023 · 10 yrs 11 mos
Chase Investment Services CORP.
August 2012 - October 2012 · 2 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Morgan Stanley Smith Barney LLC
April 2010 - August 2012 · 2 yrs 4 mos
Morgan Stanley Smith BarneyBroker
March 2010 - August 2012 · 2 yrs 5 mos
Abn Amro IncorporatedBroker
October 2003 - December 2004 · 1 yr 2 mos
Wachovia Capital Markets, LLCBroker
July 2003 - October 2003 · 3 mos
Wachovia Securities, LLCBroker
April 2003 - July 2003 · 3 mos
UBS Painewebber INC.Broker
September 2002 - April 2003 · 7 mos
UBS Warburg LLCBroker
December 2000 - October 2002 · 1 yr 10 mos
Painewebber IncorporatedBroker
November 1997 - December 2000 · 3 yrs 1 mo
State Registrations32 states
AKAZCACOCTDCDEFLGAIAILMAMDMEMIMOMTNCNHNJNMNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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