MB
MB

Michael Bernhard

17 Years of Experience
Chicago, IL
Broker

Michael Bernhard is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 17 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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 the owner of Bernhard Holdings LLC (since 2012), Elwood Property LLC (since 2019), and a partner in MBAB Properties LLC (since 2023) and Probus Property Management LLC (since 2024), all real estate related. These activities take minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2009 - June 2009 · 2 mos
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Edward Jones
May 2008 - October 2008 · 5 mos
Edward JonesBroker
April 2008 - October 2008 · 6 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENJNMNVNYOHORPAPRSCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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