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Michael Rulison is a registered investment advisor at Morgan Stanley, based in Syracuse, NY, with 52 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
250 South Clinton Street, Suite 500, Syracuse, NY, 13202
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Regulatory History (5)
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Customer Dispute
August 2020Denied
Customer Dispute
September 2018Settled
Customer Dispute
January 2009Settled
Customer Dispute
August 2008Closed-No Action
Customer Dispute
March 1998Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
RBC Dain Rauscher INC.Broker
March 2002 - May 2004 · 2 yrs 2 mos
Tucker Anthony IncorporatedBroker
February 1981 - March 2002 · 21 yrs 1 mo
E. F. Hutton & Company INCBroker
October 1977 - March 1981 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
April 1973 - November 1977 · 4 yrs 7 mos
State Registrations18 states
CACOCTDEFLILMAMEMINCNHNYOHPARISCVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.