MS
MS

Michelle Sfanos

25 Years of Experience
Kirkland, WA
Broker

Michelle Sfanos is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 25 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

4000 Carillon Point, Suite 600, Kirkland, WA, 98033

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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 a trustee for Listen and Talk, a non-profit school for children with hearing loss, since 2013. She dedicates a few hours per week to this role.

Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 5 yrs
Morgan StanleyBroker
September 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2001 - September 2021 · 20 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - September 2021 · 20 yrs 7 mos
Safeco Investment Services, INC.Broker
September 1999 - March 2000 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.