Michael Kislin, financial advisor Purchase NY

Michael Kislin

CRD Number: 2784360
Current Firm: Morgan Stanley

Michael Kislin (CRD# 2784360) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 26 years of experience in the finance industry. Michael Kislin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Sep 2023 - Current < 1
Morgan Stanley Smith Barney LLC Purchase, NY Sep 2023 - Current < 1
Kislin Family Ventures, LLC Larchmont, NY Sep 2016 - Current 7
J.p. Morgan Securities LLC Greenwich, CT Oct 2012 - Sep 2023 10
Tbd Larchmont, NY Sep 2013 - Jan 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Michael B. Kislin
Phone Number: 914-225-5510
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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 investment companies (as well as "business development companies")
  • 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, WY

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