About this Advisor
Michael Newman is an investment advisor in Fairhope, Alabama. Currently an investment advisor at Morgan Stanley, Newman has 17 years of professional experience. Newman holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Newman is registered to operate in Alabama and Texas. Their career trajectory has included roles at New Horizons Of N. O, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is based out of Fairhope, Alabama, and operates out of 726 other locations throughout the nation. As a registered investment firm, Morgan Stanley oversees $904 billion in assets covering 1,863,328 accounts and employs more than 25,600 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Morgan Stanley offers financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Newman Work History
Michael has 17 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
New Horizons Of N. O
Michael Newman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA