Michael Luis Algarin

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

• 05/2012 → 11/2016
  Wells Fargo Advisors
  Los Angeles, CA
• 11/2016 → 01/2020
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 01/2020 → Present
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 03/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-05-22 → 2020-01-23
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Huntington Beach, CA
  Costa Mesa, CA
  Irvine, CA
  Huntington Beach, CA
• 2009-07-21 → 2012-05-23
  U.S. Bancorp Advisors, Llc
  Cypress, CA
  Long Beach, CA
  Long Beach, CA
  Costa Mesa, CA
  Newport Beach, CA
  Irvine, CA
  Lakewood, CA
  Buena Park, CA
  Bellflower, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-20
• S63 Uniform Securities Agent State Law Examination
  2007-08-11

Other Names

• Michael Algarin