SM
SM

Stephan Micklos

27 Years of Experience
Holladay, UT
Broker

Stephan Micklos is a registered investment advisor at Morgan Stanley, based in Holladay, UT, 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
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Location

6510 South Millrock Drive, Suite 100, Holladay, UT, 84121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stephan is a partner at Moose Enterprises, a recreation business, dedicating a few hours per week. He also serves on the Investment and Finance Committees for the Community Foundation of Utah, spending minimal time.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - December 2019 · 21 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1998 - December 2019 · 21 yrs 5 mos
State Registrations42 states
ARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMEMIMNMOMTNCNENMNVNYOHORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stephan Micklos - Financial Advisor | TrueAdvisor