Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
20yrs
Michael Laport
Financial advisor at UBS Financial Services
Michael Laport has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Palo Alto, California. Michael has been with UBS Financial Services since 2007. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 62% of advisors in Palo Alto
Office305 Lytton Avenue, Palo Alto, CA 94301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2007 – nowUBS Financial Services Inc.Current firm
Contact Michael
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Michael. 305 Lytton AvenuePalo Alto, CA 94301Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call UBS Financial Services at (201) 352-3000 and ask for Michael Laport. Michael works from the Palo Alto, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2007, about 20 years. More experience than 62% of advisors in Palo Alto.
What licenses does Michael hold?
Series 66. 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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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