Michael Chabalik is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 22 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
Loading...
Location
300 Linden Oaks, Suite 200, Rochester, NY, 14625
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - May 2022 · 7 mos
UBS Financial Services INC.Broker
February 2017 - May 2022 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2008 - February 2017 · 8 yrs 8 mos
Brighton Securities CORP.Broker
December 2004 - June 2008 · 3 yrs 6 mos
Waddell & Reed, INC.Broker
April 2003 - January 2005 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.