Michael J Greenfield

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

• 11/2021 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 06/2017 → 07/2019
  Blackarch Partners
  Charlotte, NC
• 08/2019 → 09/2021
  Frontier Growth
  Charlotte, NC
• 08/2013 → 05/2017
  Vanderbilt University
  Nashville, TN
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-24

Other Names

• Michael James Greenfield