Michele Custer is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 27 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
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
Get directionsHistory
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
December 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2017 - December 2022 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2017 - December 2022 · 5 yrs 11 mos
Comerica Securities
October 2007 - January 2017 · 9 yrs 3 mos
Comerica SecuritiesBroker
September 2007 - January 2017 · 9 yrs 4 mos
Gunnallen Financial, INC
March 2005 - July 2007 · 2 yrs 4 mos
Gunnallen Financial, INCBroker
March 2005 - July 2007 · 2 yrs 4 mos
Capital Securities of America, INC.Broker
April 2004 - March 2005 · 11 mos
UBS Financial Services INC.
October 2000 - April 2004 · 3 yrs 6 mos
UBS Financial Services INC.Broker
October 2000 - April 2004 · 3 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1999 - August 2000 · 1 yr 6 mos
First Security Financial Advisors, INC.Broker
September 1998 - March 1999 · 6 mos
State Registrations45 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMONCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWY
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.