MS
MS

Michelle Semrau

26 Years of Experience
Williamsville, NY
Broker

Michelle Semrau is a registered investment advisor at Morgan Stanley, based in Williamsville, NY, with 26 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

450 Essjay Road, Suite 100, Williamsville, NY, 14221

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
April 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.Broker
January 2001 - August 2008 · 7 yrs 7 mos
Securities America, INC.Broker
September 2000 - January 2001 · 4 mos
Salomon Smith Barney INC.Broker
June 1999 - September 2000 · 1 yr 3 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
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.