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Lori Anne Michaelson

Morgan Stanley

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About Lori Anne Michaelson

Lori Michaelson is a financial advisor with over 25 years of experience in the industry. Lori has a wide range of experience in the financial services industry, including roles at several prominent firms, such as Charles Schwab & Co., Inc., RBC Dain Rauscher Inc., and Morgan Stanley. Lori currently works at Morgan Stanley and is registered in several states to offer investment advice. Lori has earned several professional designations and holds active licenses to sell a variety of financial products and services.

Firm Information

Lori Michaelson is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Lori Michaelson’s Registration & Firm History

FL

04/08/2020 - Present

Morgan Stanley (Winter Park FL)

FL

07/22/2010 - 06/17/2013

NEXT FINANCIAL GROUP, INC. (MAITLAND FL)

AZ

03/25/2008 - 08/20/2009

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

FL

07/24/2006 - 12/31/2006

PINNACLE FINANCIAL GROUP, LLC (ORLANDO FL)

FL

01/23/2006 - 07/17/2006

CS CAPITAL STRATEGIES FINANCIAL GROUP, INC. (ORLANDO FL)

NY

02/27/2004 - 08/15/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

FL

01/30/2003 - 02/27/2004

WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)

NY

11/01/2000 - 01/23/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

05/24/1996 - 11/01/2000

MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)

CA

01/11/1995 - 06/17/1996

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

FL

06/28/1993 - 06/08/1994

LIFECO SECURITIES CORPORATION (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 10/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/08/2000

Series 24 - General Securities Principal Examination

BC

Issued 07/30/1999

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lori Anne Michaelson.
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