MW
MW
Michael Wolfer is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 46 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
515 West Hamilton Street, 7th Floor, Allentown, PA, 18101
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2003Settled
Customer Dispute
July 2001Denied
Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
February 2006 - April 2006 · 2 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1988 - February 2006 · 17 yrs 9 mos
Legg Mason Warren York, INC.Broker
May 1981 - May 1988 · 7 yrs
Ids Life Insurance CompanyBroker
November 1979 - November 1983 · 4 yrs
Ids Marketing CorporationBroker
November 1979 - November 1983 · 4 yrs
Investors Diversified Services, INC.Broker
November 1979 - May 1981 · 1 yr 6 mos
State Registrations18 states
CACOCTDEFLKSMDNCNENHNJNMNYORPASCTXVA
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.