MS
MS

Michelle Spada

27 Years of Experience
Greenwood Village, CO
Broker

Michelle Spada is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, 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

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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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

Michelle is self-employed as a sole proprietor/owner of retail/online stores in Castle Rock, Colorado, since November 2023. She dedicates about 10-20% of her time to administrative, accounting/bookkeeping, business development/growth, customer service, and sales/marketing activities after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2006 - April 2007 · 11 mos
Morgan Stanley
May 2006 - April 2007 · 11 mos
UBS Financial Services INC.
October 2003 - June 2006 · 2 yrs 8 mos
UBS Financial Services INC.Broker
October 1999 - June 2006 · 6 yrs 8 mos
Salomon Smith Barney INC.Broker
December 1998 - September 1999 · 9 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.