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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Devito is a financial advisor with Morgan Stanley. Michael has been in the financial services industry since August 1994. Prior to joining Morgan Stanley, Michael was with UBS Financial Services Inc. Michael is registered in 27 states, including Connecticut, Texas, and Arizona. Michael holds Series 7, 31, 63, and 65 licenses. Michael offers financial planning, portfolio management, asset allocation advice, pension consulting, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
08/11/2023 - Present
Morgan Stanley (Greenwich CT)
CT
08/29/2014 - 08/22/2023
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
CT
06/01/2009 - 09/22/2014
MORGAN STANLEY (GREENWICH CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)
CT
02/28/2003 - 04/02/2007
MORGAN STANLEY DW INC. (GREENWICH CT)
NY
08/24/1994 - 03/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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