Michelline Padilla is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
Loading...
Location
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
Get directionsHistory
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
February 2023 - Present · 3 yrs 3 mos
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2023 - February 2023 · 1 mo
J.P. Morgan Securities LLC
January 2023 - February 2023 · 1 mo
Hsbc Securities (USA) INC.Broker
July 2019 - February 2022 · 2 yrs 7 mos
Hsbc Securities (USA) INC.
July 2019 - February 2022 · 2 yrs 7 mos
J.P. Morgan Securities LLC
December 2017 - June 2019 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
December 2017 - June 2019 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
September 2013 - December 2017 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2013 - December 2017 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.