ML
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Michael Lefflbine

8 Years of Experience
Purchase, NY
Broker

Michael Lefflbine is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 8 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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 is a co-founder of an indoor flag football league since 2019, spending a few hours per week on website development, scheduling, and monitoring operations. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Fieldpoint Private Securities LLC
July 2021 - April 2022 · 9 mos
Fieldpoint Private Securities, LLCBroker
July 2021 - April 2022 · 9 mos
E*trade Capital Management, LLC
June 2019 - July 2021 · 2 yrs 1 mo
E*trade Securities LLCBroker
November 2017 - July 2021 · 3 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
March 2017 - May 2017 · 2 mos
State Registrations39 states
AZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.