MP
MP
Michael Passeroff
27 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Michael Passeroff is a registered investment advisor at Morgan Stanley, based in Boca Raton, 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
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Location
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2003Settled
Other Business Activities
Michael is a board member of the Palm Beach County Sheriff's Foundation, a charitable non-profit. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - October 2024 · 16 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - October 2024 · 16 yrs 6 mos
Citigroup Global Markets INC.
August 2003 - May 2008 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
March 1999 - May 2008 · 9 yrs 2 mos
State Registrations46 states
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Exams
No exam information available for this advisor.