Michael Halperin
Michael Halperin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2024Other 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
Morgan Stanley
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations46 states
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
More Advisors
- Joseph SilvermanMorgan Stanley
- Jeannette DeorchisMorgan Stanley
- James HoleMorgan Stanley
- Leonard SchneidermanMorgan Stanley
- Barry KleinMorgan Stanley
- Gerard OlsenMorgan Stanley