MB
MB
Michael Berger is a registered investment advisor at Morgan Stanley, based in Valencia, CA, with 45 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
24300 Town Center Dr., Suite 200, Valencia, CA, 91355
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Regulatory History (2)
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Customer Dispute
May 1995Award / Judgment
Customer Dispute
November 1993Award / Judgment
Other Business Activities
Michael owns rental property in Newhall, CA since 1988. He spends minimal time on administrative tasks related to the property.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2003 - June 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
July 1981 - May 1988 · 6 yrs 10 mos
Dean Witter Reynolds INC.Broker
December 1980 - August 1981 · 8 mos
State Registrations31 states
AZCACOCTDEFLGAHIIDILLAMAMDMEMIMOMTNCNENJNMNVNYOHORPATNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.