Michael Patrick Schiffer

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 12/2018
  Morgan Stanley & Co., Incorporated
  Jericho, NY
• 06/2009 → 12/2018
  Morgan Stanley Smith Barney
  Jericho, NY
• 01/2015 → 12/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2018 → Present
  Wells Fargo Clearing Services Llc
  Garden City, NY

Previous Registrations

• 2009-06-01 → 2018-12-18
  Morgan Stanley
  Jericho, NY
  Garden City, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Jericho, NY
• 2006-01-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Jericho, NY
• 2005-06-03 → 2006-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
  Great Neck, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-02
• S63 Uniform Securities Agent State Law Examination
  1985-01-30

Designations

• Certified Financial Planner