MP
MP
Michael Platte is a registered investment advisor at Morgan Stanley, based in New Albany, OH, 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
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Location
15 South High Street, New Albany, OH, 43054
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Regulatory History (1)
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Customer Dispute
June 2019Settled
Other Business Activities
Michael is involved in several investment-related real estate and finance ventures, including family lake house ownership and partnerships in various LLCs. He dedicates minimal time outside of business hours to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - October 2019 · 12 yrs 8 mos
UBS Financial Services INC.
February 2007 - October 2019 · 12 yrs 8 mos
Mcdonald Investments INC.
October 2005 - February 2007 · 1 yr 4 mos
Mcdonald Investments INC.Broker
June 2000 - February 2007 · 6 yrs 8 mos
J.C. Bradford & CO.Broker
March 2000 - June 2000 · 3 mos
First Union Securities, INC.Broker
September 1996 - March 2000 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.