Michael K Lopez

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

• 07/2015 → 02/2017
  E*Trade Securities, Llc
  Alpharetta, GA
• 10/2018 → 05/2020
  Fsc Securities
  Atlanta, GA
• 08/2017 → 10/2018
  Bank Of America
  Atlanta, GA
• 02/2017 → 08/2017
  Self-Employed
  Atlanta, GA
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  St Petersburg, FL
• 07/2020 → 05/2022
  Infosys
  Atlanta, GA

Other Businesses

I'm the owner of a condominium that is an investment property.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15
• S63 Uniform Securities Agent State Law Examination
  2006-08-04

Other Names

• Michael Kevin Lopez