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Michael Mitchell

11 Years of Experience
Washington, DC
Broker

Michael Mitchell is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 11 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

1775 I Street Nw, Suite 200, Washington, DC, 20006

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History

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.

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Other Business Activities

Michael works as a private sports/athletic training instructor since 2021. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan StanleyBroker
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
October 2022 - September 2023 · 11 mos
E*trade Securities LLCBroker
October 2022 - September 2023 · 11 mos
Morgan Stanley
November 2016 - October 2022 · 5 yrs 11 mos
Morgan StanleyBroker
October 2016 - October 2022 · 6 yrs
Deutsche Bank Securities INC.
May 2008 - December 2009 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
January 2008 - December 2009 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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