Michael Truong is a CFA-designated registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 16 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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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
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2014 - May 2019 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
May 2012 - July 2014 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2012 - July 2014 · 2 yrs 3 mos
Scottrade, INC.Broker
October 2009 - April 2012 · 2 yrs 6 mos
State Registrations29 states
ARAZCACODEFLGAIDILINMAMDMIMNMSNCNJNVNYOHPAPRSCSDTNTXVAVirgin IslandsWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.