MK
MK

Michael Kline

24 Years of Experience
Bethesda, MD
Broker

Michael Kline is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael serves as a trustee for a trust since January 2020. This investment-related activity requires minimal time both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
July 2009 - Present · 16 yrs 10 mos
Morgan Stanley
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - July 2009 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2001 - July 2009 · 7 yrs 9 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.