Michelle
Irwin
Morgan Stanley
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About this Advisor
Michelle Irwin is a financial advisor based in Minneapolis, Minnesota with 7 years of industry experience. Irwin works at Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, Stauer, Driveline Retail Merchandising, Morgan Stanley Private Bank, N.A and Morgan Stanley Private Bank, National Association. Irwin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Morgan Stanley is a financial advisory business operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets under management across its 2,233,188 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. Morgan Stanley has a number 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 for financial advisory services usually vary depending on the services offered. Fees billed by Morgan Stanley may 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,185,061,196,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28,000
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2,233,188
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$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
Michelle Irwin Work History
Michelle has been registered as a financial advisor for 7 years.*
Morgan Stanley
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanley Private Bank, N.A
Stauer
Driveline Retail Merchandising
*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 Michelle Irwin 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
Garden City, NY
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
Blue Bell, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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