MK
MK

Michael Kitlinski

24 Years of Experience
New York, NY
1 DisclosureBroker

Michael Kitlinski is a registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

399 Park Avenue, 12th Floor, New York, NY, 10022

Get directions

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
June 2020
Denied
Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 7 yrs
Morgan StanleyBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2006 - June 2019 · 13 yrs
Citicorp Investment ServicesBroker
October 2004 - May 2006 · 1 yr 7 mos
Hsbc Brokerage (USA) INC.Broker
March 2004 - December 2004 · 9 mos
A. G. Edwards & Sons, INC.Broker
August 2001 - December 2003 · 2 yrs 4 mos
State Registrations11 states
CACTFLMANCNJNYTNTXVAWV
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.
More Advisors