Michelle Brandel, financial advisor Coeur d'Alene ID
90 score

Michelle Brandel

CRD Number: 5491356
Current Firm: Morgan Stanley

Michelle Brandel (CRD# 5491356) is an Investment Advisor Representative working at Morgan Stanley in Coeur d'Alene, ID and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Coeur D'alene, ID Jun 2009 - Current 8
Citigroup Global Markets, Inc. Coeur D Alene, ID Feb 2008 - Current 9
Contractors Northwest, Inc. Coeur D Alene, ID Jul 2001 - Feb 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Michelle A. Brandel
Phone Number: 914-225-5510
Registered State(s):
  • ID
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
90
Clean Record
This advisor has a clean track record with regulators.

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