Michael TanCRD Number: 6419860
Current Firm: Morgan Stanley
Michael Tan (CRD# 6419860) is an Investment Advisor Representative working at Morgan Stanley in Oakland, CA and has over 3 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Current||3|
|Morgan Stanley Smith Barney LLC||Oakland, CA||Nov 2014 - Current||3|
|Unemployed||San Francisco, CA||Sep 2014 - Nov 2014||< 1|
|Bell Investment Advisors||Oakland, CA||Jul 2013 - Sep 2014||1|
|Litman Gregory Asset Management||Larkspur, CA||Jul 2012 - Jul 2013||1|
|Yeske Buie||San Francisco, CA||Jan 2012 - Jun 2012||< 1|
|Full Time Student||San Francisco, CA||Jan 2004 - Jun 2012||8|
|Camelotta Advisors||San Francisco, CA||Mar 2011 - Dec 2011||< 1|
|Keesal, Young & Logan||San Francisco, CA||Nov 2008 - Mar 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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