Morgan Stanley
47yrs
Top 1% by experience in Illinois
25yrs
Michael Coldwell
Financial advisor at Morgan Stanley
Michael Coldwell is a fiduciary financial advisor in Barrington, Illinois, with 25 years in the industry. Michael joined Morgan Stanley in 2026, after ten years at Edward Jones and 11 years at Cuna Brokerage Services. 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 194 advisors with offices in Barrington, and one of 183 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors in Illinois
Office760 West Main Street Suite 200, Barrington, IL 60010
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
- Sep 2026 – nowMorgan StanleyCurrent firm
- 2017 – 2026Edward JonesPreviously
- 2006 – 2017Cuna Brokerage Services, Inc.Previously
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 Coldwell. Michael works from the Barrington, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2001, about 25 years. More experience than 72% of advisors in Illinois.
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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