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Michael T Sato

Morgan Stanley

Wellesley, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-30
CT RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-30
  • CT RA
    APPROVED
    Since 2025-06-20

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • 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
Fidelity Brokerage Services, Inc. Boston MA 11/1991 12/2020
National Financial Services Smithfield RI 08/2021 09/2022
Unemployed North Easton MA 12/2020 08/2021
Fidelity Investments Smithfield RI 09/2022 04/2024
Morgan Stanley Wellesley MA 05/2025 Present
Unemployed North Easton MA 04/2024 05/2025
  • 11/1991 → 12/2020
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 08/2021 → 09/2022
    National Financial Services
    Smithfield, RI
  • 12/2020 → 08/2021
    Unemployed
    North Easton, MA
  • 09/2022 → 04/2024
    Fidelity Investments
    Smithfield, RI
  • 05/2025 → Present
    Morgan Stanley
    Wellesley, MA
  • 04/2024 → 05/2025
    Unemployed
    North Easton, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2021-09-29
S65 Uniform Investment Adviser Law Examination 1997-11-17
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2021-09-29
  • S65 Uniform Investment Adviser Law Examination
    1997-11-17
Other Names
  • Michael Tomohiko Sato
  • Michael Sato

View on SEC IAPD

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PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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