Michele Lisa Custer

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

• 08/2007 → 12/2016
  Comerica Securities
  Boca Raton, FL
• 07/2007 → 12/2016
  Comerica Bank
  Boca Raton, FL
• 12/2016 → 12/2022
  Wells Fargo Clearing Services, Llc
  Lakewood Ranch, FL
• 12/2022 → Present
  Morgan Stanley
  Sarasota, FL

Previous Registrations

• 2017-01-13 → 2022-12-16
  Wells Fargo Clearing Services, Llc
  Lakewood Ranch, FL
  Sarasota, FL
• 2007-10-17 → 2017-01-10
  Comerica Securities
  Ft. Lauderdale, FL
  Sarasota, FL
  Detroit, MI
  Boca Raton, FL
• 2005-03-17 → 2007-07-20
  Gunnallen Financial, Inc
  Sarasota, FL
  Sarasota, FL
• 2000-10-24 → 2004-04-22
  Ubs Financial Services Inc.
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-08-27

Other Names

• Michele Lisa Mccool