Michael Winston Wolf
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan Stanley Private Bank, N.A.Jan 2024 to now
- Morgan StanleySep 2018 to now
- Morgan Stanley Smith Barney LLCSep 2018 to now
- Clymer ConstructionAug 2018 to Dec 2018
- Gary Shedal's Contracting and Chimney ServiceAug 2018 to Dec 2018
- Bleakley Financial GroupJun 2018 to Sep 2018
- Hittinger FinancialJun 2018 to Sep 2018
- LPL Financial LLCJun 2018 to Sep 2018
- Private Advisor Group, LLCJun 2018 to Sep 2018
- Lutron ElectronicsNov 2016 to May 2018
- Pfs Investments Inc.May 2016 to May 2018
- Lytle Property LLCFeb 2016 to Sep 2018
- Primerica Financial ServicesFeb 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6553083
- Firm CRD
- 149777