Michael
Apple

Morgan Stanley

CRD#6071451
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Apple is a financial advisor who works out of Dallas, Texas, with a total of 7 years of industry experience. Apple is an advisor for Morgan Stanley. Over the course of their career, they have held roles at Nylife Securities LLC, New York Life Insurance Company, Isn Sofeware Corp, Texas A&M University, Morgan Stanley and Morgan Stanley Private Bank, National Association. Apple maintains Series 66 and Series 63 licenses, designating them as a securities agent, and is registered to serve investors in Texas. Morgan Stanley is a financial advisory firm based out of Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets under management among its 2,233,188 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. Morgan Stanley performs 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 advice depend on which services are provided. Fee types billed by Morgan Stanley likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

7 years

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

8383 Preston Center Drive Suite 400
Dallas, TX 75225

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

Total Assets Under Management

$1,185,061,196,999

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

28,000

TX Average: 88
Total Number of Accounts

2,233,188

TX Average: 3,892
Average Account Size

$530,659

TX 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 Apple Work History

Michael has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Morgan Stanley

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Nylife Securities LLC

2013 - 2015 (2 years)

New York Life Insurance Company

2013 - 2013 (< 1 year)

Isn Sofeware Corp

2010 - 2013 (3 years)

Texas A&M University

*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 Apple 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

Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Margret Birch
Oak Brook, IL
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started