MT
CFP
MT
CFP

Michael Taborski

11 Years of Experience
Chicago, IL
1 DisclosureBroker

Michael Taborski is a CFP-designated registered investment advisor at Morgan Stanley, based in Chicago, IL, with 11 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

233 South Wacker Drive, Suite 8600, Chicago, IL, 60606

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2019
Settled
Employment History
Current Registrations
Morgan StanleyBroker
January 2024 - Present · 2 yrs 9 mos
Morgan Stanley
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2018 - January 2024 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2018 - January 2024 · 5 yrs 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - December 2018 · 5 mos
Strategic Advisers LLC
October 2015 - July 2018 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
January 2015 - November 2018 · 3 yrs 10 mos
State Registrations45 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
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.
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