Michelle L German

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

• 09/2010 → 12/2021
  Goldman, Sachs & Co.
  West Palm Beach, FL
• 08/2022 → 11/2023
  Rbc Capital Markets, Llc
  Palm Beach Gardens, FL
• 01/2022 → 08/2022
  Unemployed
  North Palm Beach, FL
• 12/2023 → 04/2024
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 04/2024 → 09/2025
  Wells Fargo Clearing Services, Llc
  Tampa, FL
• 10/2025 → Present
  Morgan Stanley
  Palm Beach Gardens, FL

Previous Registrations

• 2024-04-22 → 2025-09-23
  Wells Fargo Clearing Services, Llc
  Palm Beach, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Jupiter, FL
• 2023-12-20 → 2024-04-20
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 2023-05-04 → 2023-12-07
  Rbc Capital Markets, Llc
  Palm Beach Gardens, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-03
• S63 Uniform Securities Agent State Law Examination
  2001-07-18

Other Names

• Michelle Lisa Bruno
• Michelle Lisa Adamec
• Michele L Adamec
• Michelle L Bruno
• Michelle L German
• Michelle Lisa German