Hightower Advisors
45yrs
Top advisor by experience in Park City
3yrs
Based in Park City, Utah, Max Burgin is a fiduciary financial advisor with 3 years of industry experience. Max 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 100 advisors with offices in Park City, and one of 97 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1441 West Ute Boulevard Suite 180, Park City, UT 84098
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
- Nov 2025 – nowMorgan StanleyCurrent firm
Contact Max
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Max. 1441 West Ute Boulevard Suite 180Park City, UT 84098Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Max
How do I contact Max?
Call Morgan Stanley at (914) 225-5510 and ask for Max Burgin. Max works from the Park City, UT office.
How long has Max been a financial advisor?
Max has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Max hold?
Series 63, Series 65. 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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