Best Investors Account Sign in

Michael Ross White

Morgan Stanley

Greenville, SC

CRD 3144990

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
SC RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • SC RA
    APPROVED
    Since 2009-06-01

Branch Locations

201 East Mcbee Avenue 1St Floor, Greenville, SC 29601 • 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
Morgan Stanley Smith Barney Llc Greenville SC 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Greenville, SC
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2008-08-29 → 2009-06-01
    Morgan Stanley & Co. Llc
    Greenville, SC
  • 1999-02-22 → 2008-09-08
    Ubs Financial Services Inc.
    Greenville, SC
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-20
S63 Uniform Securities Agent State Law Examination 1999-01-04
  • S65 Uniform Investment Adviser Law Examination
    1999-01-20
  • S63 Uniform Securities Agent State Law Examination
    1999-01-04

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC

More in Greenville, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor