Michael
Alvarez
Morgan Stanley
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About this Advisor
Michael Alvarez is a financial advisor operating out of Boston, Massachusetts who has 3 years of industry experience. Alvarez currently works for Morgan Stanley. The advisor has gained experience at Boston College Campus Bookstore Chestnut Hill, Chatham Fish And Lobster Company, Longwood Cricket Club, Boston Community Youth & Family (Bcyf) Hyde Park Comm. Center, Boston College, Boston College - Pool, Boston College - Dining Services, Catholic Memorial School, Axa Advisors, LLC and Morgan Stanley. Alvarez has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and Texas. Morgan Stanley is a financial advisory company based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It handles $1 trillion in assets under management between its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. Morgan Stanley performs a diverse range of services, such as 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 are based on which services are offered. However, fee types charged by Morgan Stanley most likely consist 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 Alvarez Work History
Michael has been registered as a financial advisor for 3 years.*
Morgan Stanley
Chatham Fish And Lobster Company
Axa Advisors, LLC
Boston College Campus Bookstore Chestnut Hill
Boston College - Pool
Longwood Cricket Club
Boston College
Boston College - Dining Services
Boston Community Youth & Family (Bcyf) Hyde Park Comm. Center
Catholic Memorial School
*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 Alvarez 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
Chicago, IL
Garden City, NY
San Diego, CA
Washington, DC
Walnut Creek, CA
Miami, FL
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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