UBS Financial Services
47yrs
Top 1% by experience in Atlanta
4yrs
Max Dutcher has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Atlanta, Georgia. Max joined Morgan Stanley in 2022, 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 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
Contact Max
Local office(404) 266-7301Ask for Max. (914) 225-5510Main office · Purchase, NY 3280 Peachtree Road Northeast Suite 1900Atlanta, GA 30305Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Max
Tailored to Max’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 Max
How do I contact Max?
Call Max’s local office at (404) 266-7301 or the Morgan Stanley main office at (914) 225-5510, and ask for Max Dutcher.
How long has Max been a financial advisor?
Max has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max 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 Max 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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