1. Wealthminder
  2. Montecito, CA
Michelle-marie Burmester, financial advisor Montecito CA

Michelle-marie Burmester

CRD Number: 6397830
Current Firm: Morgan Stanley

Michelle-marie Burmester (CRD# 6397830) is an Investment Advisor Representative working at Morgan Stanley in Montecito, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2018 - Current 3
Morgan Stanley Montecito, CA Sep 2014 - Current 6
Bank Of America Simi Valley, CA Sep 2012 - Sep 2014 2
La Ventana Thousand Oaks, CA Jun 2012 - Aug 2012 < 1
Kirby Chrysler Jeep Dodge Ram Simi Valley, CA Mar 2011 - Jun 2012 1
Simi Valley Highschool/apollo High School Simi Valley, CA Mar 2006 - Mar 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Michelle-marie J. Burmester
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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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