Michael Linder is a registered investment advisor at Morgan Stanley, based in New Haven, CT, with 12 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
545 Long Wharf Drive, 7th Floor, New Haven, CT, 06511
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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
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.
October 2017 - March 2022 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
October 2017 - March 2022 · 4 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2014 - October 2017 · 3 yrs
J.P. Morgan Securities LLC
October 2014 - October 2017 · 3 yrs
Morgan Stanley
May 2013 - October 2014 · 1 yr 5 mos
Morgan StanleyBroker
April 2013 - October 2014 · 1 yr 6 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.