Gould Asset Management
44yrs
Top advisor by experience in Claremont
9yrs
Michael Nackerud
Financial advisor at Morgan Stanley
Michael Nackerud has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Claremont, California. Michael has been with Morgan Stanley since 2025. 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 83 advisors with offices in Claremont, and one of 72 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office456 West Foothill Blvd, Claremont, CA 91711
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 ?1 state
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
- Mar 2025 – nowMorgan StanleyCurrent firm
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?
- 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?
- 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 Morgan Stanley at 914-225-5510 and ask for Michael Nackerud. Michael works from the Claremont, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 63, 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?
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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