MA
MA
Michael Anderson
21 Years of Experience
Charlotte, NC
1 DisclosureBroker
Michael Anderson is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 21 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
13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Denied
Other Business Activities
Michael is the sole proprietor/owner of Anderson Timber Farm LLC, an agriculture business, since November 2020. He dedicates a few hours per week to property management after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Ameriprise Financial Services, INC.
March 2005 - February 2008 · 2 yrs 11 mos
Ameriprise Financial Services, INC.Broker
February 2005 - February 2008 · 3 yrs
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
State Registrations28 states
ALAZCACOFLGAILINKSKYMAMDMEMIMONCNJNYOHORPASCTNTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.