Michael Marini is a registered investment advisor at Morgan Stanley, based in Fresno, CA, with 19 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
5250 North Palm Avenue, Suite 321, Fresno, CA, 93704
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Regulatory History (1)
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Customer Dispute
August 2018Settled
Other Business Activities
Michael serves on the advisory board for Simonian Farms, an agriculture and retail business, and performs accounting/bookkeeping duties for about 10-20% of his time. He also owns rental property, dedicating minimal time to property management.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2007 - June 2009 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
State Registrations22 states
AKAZCACOFLGAIDMDMIMNMOMSMTNCNMNVNYOKORTXUTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.