MS
MS

Michael Svec

28 Years of Experience
Bethesda, MD
Broker

Michael Svec is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 28 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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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.

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Other Business Activities

Michael is a member of the Green Committee at Columbia Country Club since 2018, dedicating minimal time outside business hours. This activity is recreational and not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
September 1997 - June 2009 · 11 yrs 9 mos
Citigroup Global Markets INC.Broker
June 1997 - June 2009 · 12 yrs
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIILKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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