Michael Burt is a CFP-designated registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, with 13 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
15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403
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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
January 2024 - Present · 2 yrs 4 mos
Morgan Stanley
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
City National Securities, INC.Broker
October 2018 - February 2024 · 5 yrs 4 mos
City National Securities, INC.
October 2018 - February 2024 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - October 2018 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - October 2018 · 6 yrs
State Registrations7 states
CAFLGANJNYTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.