Best Investors Account Sign in

Michael R Burt

Morgan Stanley

Sherman Oaks, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-01
TX RA APPROVED 2024-01-31
  • CA RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2024-01-31

Branch Locations

15260 Ventura Boulevard Suite 1900, Sherman Oaks, CA 91403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 05/2010 10/2018
Bank Of America, N.A. New York NY 01/2016 10/2018
City National Bank Beverly Hills CA 10/2018 01/2024
Morgan Stanley Smith Barney Llc Sherman Oaks CA 01/2024 Present
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 05/2010 → 10/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 01/2016 → 10/2018
    Bank Of America, N.A.
    New York, NY
  • 10/2018 → 01/2024
    City National Bank
    Beverly Hills, CA
  • 01/2024 → Present
    Morgan Stanley Smith Barney Llc
    Sherman Oaks, CA
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-07
  • S66 Uniform Combined State Law Examination
    2013-03-07
Designations
Other Names
  • Michael Burt
  • Michael R Burt

View on SEC IAPD

Other Firms

MORPHEUS ADVISORS
BELAY INVESTMENT GROUP, LLC
HIGHLINE ASSET MANAGEMENT, LLC
HIGHLINE WEALTH PARTNERS
WRW WEALTH ADVISORS
UBS FINANCIAL SERVICES INC.
KATAM HILL LLC
THE WEALTH CONSULTING GROUP

Other Investors

ANDY BOB CHONG
HUGH ARI MEYER
RYAN DAVID MEACHAM
Brian Robert Grimditch
Jamie Noelle Rugg
Clark Christian Evans
RICHARD BARNETT
LISA IRWIN STERNBERG

Other Offices

MORPHEUS ADVISORS · SHERMAN OAKS, CA
BELAY INVESTMENT GROUP, LLC · SHERMAN OAKS, CA
HIGHLINE ASSET MANAGEMENT, LLC · SHERMAN OAKS, CA
HIGHLINE WEALTH PARTNERS · SHERMAN OAKS, CA
WRW WEALTH ADVISORS · SHERMAN OAKS, CA
UBS FINANCIAL SERVICES INC. · Sherman Oaks, CA
KATAM HILL LLC · SHERMAN OAKS, CA
THE WEALTH CONSULTING GROUP · SHERMAN OAKS, CA

More in Sherman Oaks, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor