Michael
Murdock

Morgan Stanley

CRD#4527584
Investment Advisor
in Nashville, TN

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About this Advisor

Michael Murdock is a financial advisor operating in Nashville, Tennessee with 1 year of industry experience. Murdock is an advisor for Morgan Stanley. Their career trajectory has included roles at Ubs Financial Services Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Edward Jones, Stephens Inc, Global Shares Financial Services Inc, Global Shares Inc and Morgan Stanley. Murdock maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in Tennessee and Texas. Morgan Stanley is a financial advisory firm operating out of Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in total assets across its 2,233,188 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The company performs a broad assortment 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 management typically are based on the financial services provided. However, fees charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

3102 West End Avenue Suite 200
Nashville, TN 37203

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

TN Average: $7,464,549,021
Total Number of Employees

28,000

TN Average: 88
Total Number of Accounts

2,233,188

TN Average: 3,892
Average Account Size

$530,659

TN Average: $1,917,921

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 Murdock Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley

2021 - 2022 (1 year)

Global Shares Financial Services Inc

2021 - 2022 (1 year)

Global Shares Inc

2019 - 2019 (< 1 year)

Edward Jones

2019 - 2020 (1 year)

Stephens Inc

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2000 - 2016 (16 years)

Ubs Financial Services 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 Murdock 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

Janelle Williams
Billings, MT
Dori Stegmann
Saint Louis, MO
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
Melissa Moyer
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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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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