MC
MC

Michael Calvin

24 Years of Experience
Austin, TX
Broker

Michael Calvin is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 24 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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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.

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Other Business Activities

Michael is a partner at Covenant Investments, LP since 2019, where he is involved in investment decisions and advice. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - May 2022 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - May 2022 · 7 yrs 3 mos
UBS Financial Services INC.
December 2008 - February 2015 · 6 yrs 2 mos
UBS Financial Services INC.Broker
December 2008 - February 2015 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - December 2008 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2004 - December 2008 · 4 yrs 4 mos
Covenant Advisors, LLC.
July 2004 - December 2004 · 5 mos
World Group Securities, INC.Broker
March 2004 - May 2004 · 2 mos
Eltekon Securities, LLCBroker
July 2001 - August 2002 · 1 yr 1 mo
Eltekon Advisors, LLC.
February 2001 - August 2002 · 1 yr 6 mos
The Penn Investment Group INC.Broker
August 1999 - January 2001 · 1 yr 5 mos
State Registrations36 states
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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.
Michael Calvin - Financial Advisor | TrueAdvisor