Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
30yrs
Michael Sosnow has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Palo Alto, California. Michael has been with Morgan Stanley since 2009; before that, Michael spent a year at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 13% by experience in Palo Alto
Office1400 Page Mill Road, Palo Alto, CA 94304
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- Sep 2008 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Michael
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Michael. 1400 Page Mill RoadPalo Alto, CA 94304Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Morgan Stanley at (914) 225-5510 and ask for Michael Sosnow. Michael works from the Palo Alto, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 13% by experience in Palo Alto.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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