MM
MM

Michael Magee

21 Years of Experience
St. Petersburg, FL
Broker

Michael Magee is a registered investment advisor at Morgan Stanley, based in St. Petersburg, FL, 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
Loading...

Location

150 Second Avenue North, Suite 1400, St. Petersburg, FL, 33701

Get directions

History

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 →
Other Business Activities

Michael is a sole proprietor in Largo, Florida, involved with a personal loan since September 2024. This activity involves check signing/funds disbursement and accounting/bookkeeping, but requires minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - October 2023 · 11 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2023 · 11 yrs
Chase Investment Services CORP.
November 2009 - October 2012 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
November 2009 - October 2012 · 2 yrs 11 mos
Calton & Associates, INC.
June 2009 - November 2009 · 5 mos
Calton & Associates, INC.Broker
June 2009 - November 2009 · 5 mos
Oneamerica Securities, INC.
June 2008 - June 2009 · 1 yr
Oneamerica Securities, INC.Broker
June 2008 - June 2009 · 1 yr
Ameriprise Financial Services, INC.
February 2005 - May 2008 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
January 2005 - May 2008 · 3 yrs 4 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations18 states
ARAZCAFLGAILLAMAMSNCNJNYOKPRSCTXVAWA
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.
Michael Magee - Financial Advisor | TrueAdvisor