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Michael Rosloniec

23 Years of Experience
Grand Rapids, MI
1 DisclosureBroker

Michael Rosloniec is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 23 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Settled
Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2002 - June 2009 · 7 yrs 2 mos
State Registrations36 states
ALAZCACOCTDEFLGAIAILINKSKYLAMAMIMNMOMSNCNDNJNMNYOHORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Rosloniec - Financial Advisor | TrueAdvisor