MW
MW

Michael Wittman

22 Years of Experience
Chicago, IL
Broker

Michael Wittman is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 22 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Morgan StanleyBroker
July 2016 - Present · 10 yrs
Morgan Stanley
July 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - July 2016 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - July 2016 · 7 yrs 7 mos
Neuberger Berman, LLC
February 2006 - December 2008 · 2 yrs 10 mos
Neuberger Berman, LLCBroker
October 2005 - December 2008 · 3 yrs 2 mos
Banc One Securities CorporationBroker
September 2003 - September 2004 · 1 yr
Shepherd Trading LimitedBroker
July 2001 - June 2002 · 11 mos
Reliant TradingBroker
June 2001 - June 2002 · 1 yr
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.