Michael Ferguson is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, 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
Loading...
Location
112 Worcester Street, Wellesley, MA, 02481
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
October 2001 - April 2007 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - April 2007 · 6 yrs 2 mos
Winchester Investment Securities, INC.Broker
July 2000 - August 2000 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.