Michael Lam is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 18 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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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
August 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
February 2021 - August 2021 · 6 mos
UBS Financial Services INC.Broker
February 2021 - August 2021 · 6 mos
Morgan StanleyBroker
July 2018 - January 2021 · 2 yrs 6 mos
Morgan Stanley
July 2018 - January 2021 · 2 yrs 6 mos
UBS Financial Services INC.
June 2012 - June 2018 · 6 yrs
UBS Financial Services INC.Broker
June 2012 - June 2018 · 6 yrs
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Citigroup Global Markets INC.
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
December 2007 - June 2009 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.