MP
MP

Michael Persaud

13 Years of Experience
Beverly Hills, CA
Broker

Michael Persaud is a registered investment advisor at Morgan Stanley, based in Beverly Hills, 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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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 on the board of directors for Harvardwood, an alumni organization, and on the advisory board and finance committee for Steamcoders, a non-profit. These activities require minimal time and are related to business development and growth.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2012 - August 2015 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
November 2012 - August 2015 · 2 yrs 9 mos
State Registrations20 states
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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.
Michael Persaud - Financial Advisor | TrueAdvisor