Michael
Wheat
Morgan Stanley
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About this Advisor
Michael Wheat is a financial advisor operating out of Tyler, Texas with a total of 4 years of industry experience. Wheat is an advisor for Morgan Stanley. Their career trajectory has included roles at Glp Technologies, Ubs Financial Services Inc, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC and Morgan Stanley. Wheat maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Morgan Stanley is a registered investment company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It handles $1 trillion in assets under management among its 2,233,188 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The company performs a diverse 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 charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Morgan Stanley can consist of any combination 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 Wheat Work History
Michael has been registered as a financial advisor for 4 years.*
Morgan Stanley
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Ubs Financial Services Inc
Glp Technologies
*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 Wheat 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
New York, NY
Columbia, SC
Oakland, CA
Baltimore, MD
Walnut Creek, CA
Billings, MT
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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