MH
MH

Michael Halperin

24 Years of Experience
Boca Raton, FL
1 DisclosureBroker

Michael Halperin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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

1801 North Military Trail, Suite 300, Boca Raton, FL, 33431

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History

Regulatory History (1)
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Customer Dispute
September 2024
Pending
Other Business Activities

Michael is involved with several LLCs, including HFA Specialty Acquisitions LLC (airplane purchase), HFA Holdings LLC (technology), HFA Services LLC (technology), HFA Specialty Assets LLC (technology), LCH Rental Properties LLC (retail/online stores), MHLHTH Holdings LLC (consulting), Skye Telecom LLC (technology), IP Horizon LLC (technology), and HAH Real Estate LLC. He dedicates minimal time to most of these activities, with about 10 hours per month dedicated to HFA Holdings LLC.

Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2001 - October 2024 · 22 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - October 2024 · 22 yrs 11 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.