MW
MW

Michael Wein

20 Years of Experience
Westport, CT
Broker

Michael Wein is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 20 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a committee member for the Sunrise Association, a charitable organization, dedicating minimal time. He also serves as a board member and committee member for The Community Synagogue, spending a few hours per week on each role.

Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - February 2025 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - February 2025 · 8 yrs 9 mos
Morgan Stanley
March 2014 - June 2016 · 2 yrs 3 mos
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Citigroup Global Markets INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
UBS Financial Services INC.Broker
January 2006 - November 2006 · 10 mos
Morgan Stanley
January 2006 - January 2006 · 0 mos
Morgan Stanley Dw INC.Broker
April 2005 - January 2006 · 9 mos
State Registrations24 states
AZCOCTDEFLGAHIMAMDMINCNHNJNMNYOHORPARITXVAVTVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Wein - Financial Advisor | TrueAdvisor