SM
SM

Stephen Michael

4 Years of Experience
Kansas City, MO
Broker

Stephen Michael is a registered investment advisor at Morgan Stanley, based in Kansas City, MO, with 4 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

4520 Main Street, Kansas City, MO, 64111

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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

Stephen is a Senior Advisor for Organizational Culture at the U.S. Army Training and Doctrine Command, dedicating minimal time. He is also the Co-Founder and CEO of The Michael Group, a consulting company, but is not currently seeking or doing any consulting.

Employment History
Current Registrations
Morgan StanleyBroker
November 2025 - Present · 6 mos
Morgan Stanley
November 2025 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
November 2021 - November 2025 · 4 yrs
UBS Financial Services INC.Broker
November 2021 - November 2025 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.