MV
MV

Michael Vary

18 Years of Experience
Pepper Pike, OH
Broker

Michael Vary is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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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 owns rental property in Cleveland, OH since 2017 and is a sole proprietor/owner of MWV Holdings LLC, a real estate company in Thompson, OH since 2017, dedicating minimal time to property management. He also serves as an investment committee member for the Congregation of the Sisters of Saint Joseph, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
February 2010 - October 2016 · 6 yrs 8 mos
UBS Financial Services INC.Broker
December 2009 - October 2016 · 6 yrs 10 mos
Bnp Paribas Securities CORP.Broker
May 2006 - December 2008 · 2 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.