Michael Devries, financial advisor Chicago IL
93 score

Michael Devries

CRD Number: 5347165
Current Firm: Morgan Stanley

Michael Devries (CRD# 5347165) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Chicago, IL Oct 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Grand Rapids, MI Sep 2013 - Sep 2015 2
Lpl Financial Grand Rapids, MI Jul 2010 - Sep 2013 3
Grand River Financial Group Grand Rapids, MI Apr 2009 - Jul 2010 1
Principal Life Insurance Co Grand Rapids, MI Oct 2008 - Jul 2010 1
Princor Financial Services Rep Grand Rapids, MI Oct 2008 - Jul 2010 1
W&s Brokerage Services Cincinnati, OH May 2007 - Oct 2008 1
Western Southern Life Grand Rapids, MI Feb 2007 - Oct 2008 1
Marvin Okun Agency Kalamazoo, MI Mar 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Michael J. Devries
Phone Number: 914-225-5510
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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