Michael
Katz
Morgan Stanley
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About this Advisor
Michael Katz is a financial advisor operating out of Los Angeles, California, with a total of 14 years of industry experience. Katz currently works for Morgan Stanley. During their career, Katz has held roles at Citigroup Global Markets, Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Katz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Morgan Stanley is a business based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in total assets among its 2,233,188 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a broad set of services, including 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. Fees charged by financial advisors usually vary depending on which services are offered. However, fees charged by Morgan Stanley most likely include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
- Other
Michael Katz Work History
Michael has been registered as a financial advisor for 14 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Katz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Yakima, WA
Atlanta, GA
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Pasadena, CA
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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