Michael C Petrell

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

• 07/2025 → Present
  Morgan Stanley
  Colchester, VT
• 01/2025 → 05/2025
  Morgan Stanley
  Colchester, VT
• 10/2024 → 12/2024
  Baystate Financial
  Colchester, VT
• 07/2024 → 08/2024
  Hilton Garden Inn Burlington Downtown
  Burlington, VT
• 05/2023 → 07/2023
  Skaneateles Country Club
  Skaneateles, NY
• 06/2022 → 08/2022
  Strategic Wealth Advisors
  Dewitt, NY
• 06/2024 → 07/2024
  Chris's Lawn Care And Mini Excavating
  Charlotte, VT
• 06/2022 → 08/2022
  Papa Gallo Mexican Restaurant
  Fayetteville, NY
• 06/2021 → 08/2021
  Skaneateles Country Club
  Skaneateles, NY
• 04/2020 → 12/2020
  Papa Gallo Mexican Restaurant
  Fayetteville, NY
• 08/2015 → 04/2020
  Unemployed
  Jamesville, NY
• 10/2024 → 01/2025
  Unemployed
  Burlington, VT
• 01/2020 → 05/2021
  Unemployed
  Jamesville, NY
• 09/2021 → 05/2022
  Unemployed
  Burlington, VT
• 09/2022 → 04/2023
  Unemployed
  Burlington, VT
• 08/2023 → 05/2024
  Unemployed
  Burlington, VT

Exams

• S66 Uniform Combined State Law Examination
  2025-10-30

Other Names

• Michael Christopher Petrell
• Michael Petrell
• Mikey Petrell
• Mike Petrell