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Michael John Trevelyan

Morgan Stanley

San Mateo, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-08-15
TX RA APPROVED_RES 2014-03-03
  • CA RA
    APPROVED
    Since 2022-08-15
  • TX RA
    APPROVED_RES
    Since 2014-03-03

Branch Locations

411 Borel Avenue Suite 220, San Mateo, CA 94402 • 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 San Mateo CA 06/2009 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-20
  • S63 Uniform Securities Agent State Law Examination
    2000-10-20

View on SEC IAPD

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Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
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