MC
MC

Michael Curley

10 Years of Experience
Vero Beach, FL
Broker

Michael Curley is a registered investment advisor at Morgan Stanley, based in Vero Beach, FL, with 10 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

3525 Ocean Drive, Vero Beach, FL, 32963

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 →
Other Business Activities

Michael is a partner in Lough & Links LLLP, a real estate venture in Vero Beach, Florida, since 1999. He spends minimal time on this activity outside of business hours, and it involves investment decisions and advice.

Employment History
Current Registrations
Morgan Stanley
December 2016 - Present · 9 yrs 5 mos
Morgan StanleyBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
December 1998 - November 1999 · 11 mos
State Registrations35 states
ALARAZCACOCTDCFLGAIAIDILINKYLAMAMDMIMONCNHNJNVNYOHPAPRSCTNTXUTVAVTWAWI
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.