Michael Rulison is a registered investment advisor at Morgan Stanley, based in Syracuse, NY, with 53 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
250 South Clinton Street, Suite 500, Syracuse, NY, 13202
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2020Customer Dispute
September 2018Customer Dispute
January 2009Customer Dispute
August 2008Customer Dispute
March 1998Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations18 states
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
More Advisors
- Dean WallaceMorgan Stanley
- Scott MackenzieMorgan Stanley
- James HarrisMorgan Stanley
- Timothy JenningsMorgan Stanley
- Edward RulisonMorgan Stanley
- Eric Brown, CFPMorgan Stanley