LPL Financial
46yrs
Richard Paul Lebel Jr
Financial advisor
1640 Powers Ferry Rd Building 200 Suite 200b
Marietta, GA 30067
Marietta, GA 30067
Top advisor by experience in Marietta
40yrs
Michael Jay Grace
Financial advisor at Morgan Stanley
At a glance
Experience40 years (since 1987)
How that compares ?Top 4% by experience nationwide
OfficeMarietta, GA
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
- 2012 – 2024UBS Financial Services Inc.Previously
- 2009 – 2012Morgan StanleyPreviously
- May 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1997 – 2008Citigroup Global Markets 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Morgan Stanley at 914-225-5510 and ask for Michael Jay Grace. Michael works from the Marietta, GA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1987, about 40 years. Top 4% by experience nationwide.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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