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Advisors / District of Columbia / Washington
26yrs

Michael Stuart

Financial advisor at Morgan Stanley

Michael Stuart has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Washington, District of Columbia. After four years at Citigroup Global Markets, Michael joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.

Washington, DC 20006Top 25% by experience in WashingtonFiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top 25% by experience in Washington
Office1775 I Street, North West Suite 200, Washington, DC 20006
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2009 – now
    Morgan StanleyCurrent firm
  2. 2005 – 2009

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. 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 Stuart. Michael works from the Washington, DC office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2000, about 26 years. Top 25% by experience in Washington.

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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