Michael Merritt is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, with 47 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
16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478
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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 StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1983 - April 2007 · 23 yrs 7 mos
Morgan Stanley Dw INC.Broker
July 1983 - April 2007 · 23 yrs 9 mos
Waddell & Reed, INC.Broker
February 1975 - January 1978 · 2 yrs 11 mos
International Securities CORP.Broker
June 1974 - May 1975 · 11 mos
Waddell & Reed, INC.Broker
September 1973 - August 1974 · 11 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.