Michael Trotter
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan Stanley Private Bank, N.AAug 2026 to now
- Morgan StanleyJul 2026 to now
- Morgan Stanley Smith Barney LLCJul 2026 to now
- Citizens Securities, Inc.Jul 2023 to Jul 2026
- Klr Investment Advisors, LLCFeb 2022 to Jul 2023
- Securities America, Inc.Jun 2021 to Jun 2022
- The Patriot Financial Group LLCJun 2021 to Feb 2022
- Citizens Securities, Inc.Mar 2020 to Jun 2021
- UnemployedJun 2019 to Mar 2020
- Geode Capital Management, LLCMar 2018 to Jun 2019
- Proshare Advisors, LLCSep 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7243492
- Firm CRD
- 149777