MS
CFP
MS
CFP
Michael See is a CFP-designated registered investment advisor at Morgan Stanley, based in Troy, MI, 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
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Location
101 West Big Beaver Road, Suite 1200, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2010Settled
Employment History
Current Registrations
Morgan StanleyBroker
October 2021 - Present · 4 yrs 9 mos
Morgan Stanley
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2010 - October 2021 · 10 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2010 - October 2021 · 10 yrs 10 mos
PNC InvestmentsBroker
November 2009 - December 2010 · 1 yr 1 mo
PNC Investments
November 2009 - December 2010 · 1 yr 1 mo
Natcity Investments, INC.
October 2006 - November 2009 · 3 yrs 1 mo
Natcity Investments, INC.Broker
May 2006 - November 2009 · 3 yrs 6 mos
Natcity Investments, INC.Broker
June 2005 - November 2005 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2001 - June 2005 · 3 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
October 2001 - January 2002 · 3 mos
State Registrations25 states
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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.