Michael Devries is a registered investment advisor at Morgan Stanley, based in Naples, FL, 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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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
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
LPL Financial LLC
May 2011 - October 2013 · 2 yrs 5 mos
LPL Financial LLCBroker
July 2010 - October 2013 · 3 yrs 3 mos
Princor Financial Services CorporationBroker
October 2008 - July 2010 · 1 yr 9 mos
W&s Brokerage Services, INC.Broker
September 2007 - October 2008 · 1 yr 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.