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Michelle-Marie Burmester

9 Years of Experience
Montecito, CA
Broker

Michelle-Marie Burmester is a registered investment advisor at Morgan Stanley, based in Montecito, CA, with 9 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

1111 Coast Village Road, Montecito, CA, 93108

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History

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.

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Other Business Activities

Michelle-Marie is a partner in a commercial rental property in Carpinteria, California, since September 2024. She dedicates minimal time to long-term planning for this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
State Registrations13 states
AZCACOFLHINJNMNYORTXWAWIWV
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.
Michelle-Marie Burmester - Financial Advisor | TrueAdvisor