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Michelle A Cardinali Fenske

Morgan Stanley

Louisville

KY

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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Morgan Stanley 11 months, 2 weeks Mar 2015 - Present
Bank of America, Na 5 years, 2 months Dec 2009 - Feb 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 8 years, 6 months Aug 2006 - Feb 2015
Western Southern Life Insurance 1 month Jul 2006 - Aug 2006
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Michelle A Cardinali Fenske?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 5, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 17, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Morgan Stanley

Last updated on Jan. 14, 2016
    • $528.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $346.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
  • See Schedule D Miscellaneous
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