Michael A Fanning

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

• 04/2024 → Present
  Morgan Stanley
  Gilbert, AZ
• 06/2021 → 08/2024
  Montreux Country Club
  Reno, NV
• 11/2023 → 05/2024
  Palisades Tahoe
  Olympic Valley, CA
• 05/2016 → 08/2021
  Sports Basement
  San Ramon, CA
• 08/2013 → 06/2017
  Monte Vista High School Student
  Alamo, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-06