Michael C Petrell
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 StanleyJul 2025 to now
- Morgan StanleyJan 2025 to May 2025
- UnemployedOct 2024 to Jan 2025
- Baystate FinancialOct 2024 to Dec 2024
- Hilton Garden Inn Burlington DowntownJul 2024 to Aug 2024
- Chris's Lawn Care and Mini ExcavatingJun 2024 to Jul 2024
- UnemployedAug 2023 to May 2024
- Skaneateles Country ClubMay 2023 to Jul 2023
- UnemployedSep 2022 to Apr 2023
- Papa Gallo Mexican RestaurantJun 2022 to Aug 2022
- Strategic Wealth AdvisorsJun 2022 to Aug 2022
- UnemployedSep 2021 to May 2022
- Skaneateles Country ClubJun 2021 to Aug 2021
- Papa Gallo Mexican RestaurantApr 2020 to Dec 2020
- UnemployedAug 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VT).
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
- 7559754
- Firm CRD
- 149777