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Michal Plonski

Morgan Stanley

Yardley, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-01
NJ RA APPROVED 2024-10-24
PA RA APPROVED 2024-10-23
  • TX RA
    APPROVED
    Since 2024-11-01
  • NJ RA
    APPROVED
    Since 2024-10-24
  • PA RA
    APPROVED
    Since 2024-10-23

Branch Locations

777 Township Line Road Suite 301, Yardley, PA 19067 • 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 Yardley PA 10/2023 Present
Lifetime Fitness Ardmore Pa PA 11/2014 09/2020
Sun Roofing Sicklerville Nj NJ 10/2020 10/2023
Morgan Stanley Private Bank, N.A New York NY 02/2025 Present
  • 10/2023 → Present
    Morgan Stanley
    Yardley, PA
  • 11/2014 → 09/2020
    Lifetime Fitness
    Ardmore Pa, PA
  • 10/2020 → 10/2023
    Sun Roofing
    Sicklerville Nj, NJ
  • 02/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23

View on SEC IAPD

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VENTURA WEALTH MANAGEMENT
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CROSSOVER CAPITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

MICHAEL STEVEN BROOKS
ANGELA MARY SPRENKLE
Kelley Danielle Smith
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Yardley, PA

More in Yardley, PA

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