Michael R Schak

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 03/2017 → Present
  Morgan Stanley
  Gainesville, GA

Previous Registrations

• 2008-02-27 → 2017-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 2006-07-19 → 2007-11-27
  Spc
  Roswell, GA
• 2002-10-01 → 2004-07-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA

Other Businesses

*449524 - Tech Warehouse LLC; Investment related - No; Cumming, Georgia; Wholesale/Distribution, Technology; Advisory and Administrative consultant (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 5; Administrative, Labor/Service *555852 - MKJ Properties LLC; Investment related: Yes; Cumming, Georgia; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 10; Property rehab management

Exams

• S66 Uniform Combined State Law Examination
  2002-09-24

Other Names

• Michael R Schak
• Michael Robert Schak
• Mike Schak