Michael G Feld

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-04-19
NC	RA	APPROVED	2024-04-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Charlotte	NC	06/2023	Present
Indiana University Of Bloomington - Student	Bloomington	IN	08/2018	05/2023
Indiana University Student Recreation Center	Bloomington	IN	04/2019	08/2021
Kilroys Sports Bar And Grill	Bloomington	IN	10/2021	02/2023
Charlotte Latin School	Charlotte	NC	08/2011	06/2018

06/2023 → Present

Morgan Stanley

Charlotte, NC
08/2018 → 05/2023

Indiana University Of Bloomington - Student

Bloomington, IN
04/2019 → 08/2021

Indiana University Student Recreation Center

Bloomington, IN
10/2021 → 02/2023

Kilroys Sports Bar And Grill

Bloomington, IN
08/2011 → 06/2018

Charlotte Latin School

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-12