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Michael Monteith

14 Years of Experience
The Villages, FL
Broker

Michael Monteith is a registered investment advisor at Morgan Stanley, based in The Villages, FL, with 14 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

832 Lake Sumter Landing, The Villages, FL, 32162

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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 serves as a trustee for a trust and holds power of attorney, both since 2013. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 6 mos
Morgan StanleyBroker
December 2011 - Present · 14 yrs 7 mos
State Registrations30 states
AKAZCACOCTDEFLGAILINKYMAMDMIMNMONCNJNVNYOHPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.