Michael J. Ladge - Morgan Stanley Financial Advisor - Los Angeles, CA
Morgan Stanley
Michael J. Ladge
Senior Vice President, Wealth Management
Wealth Advisor
Portfolio Management Director
2121 Avenue of Stars
12th Floor
Los Angeles, CA 90067
tel: (310) 551-9457
toll-free: (800) 451-6533 
Wealth Management & Financial Advisory Services
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Michael J. Ladge
Senior Vice President - Wealth Management

Mike joined Morgan Stanley* in 2008. Previously, he was a Vice President of Investments with UBS Wealth Management. Mike provides top-tier financial strategies to help his clients with their highly individual goals. By employing an extensive wealth management approach through a consultative process, he implements a customized investment plan designed to accumulate, preserve and transfer wealth. Mr. Ladge serves a select client base, from a broad spectrum of industries, and they include numerous corporate executives, entrepreneurs, entertainers, and professional athletes.
 
Prior to UBS, he worked with Credit Suisse First Boston which had acquired Donaldson, Lufkin & Jenrette. And prior to that, after earning his MBA from the Anderson School at UCLA and a BS from Syracuse University with a double major in finance and statistics, Mr. Ladge initiated his career as an investment advisor with Morgan Stanley.
 
In addition, he is a Certified Financial Advisor with the NFL Players Association. Originally from Boston, Mr. Ladge resides in Bel Air, California with his wife Megumi and daughter Alexis. In addition, Mike works extensively with Jim Brown’s Amer-I-Can Foundation and The DeSean Jackson Foundation for Pancreatic Cancer.

Associations
  • NFLPA Registered Player Financial Advisor
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Private Banking
  • Alternative Investments
  • Fixed Income
  • Lending Services
  • Retirement Planning
  • Executive Financial Services
  • Municipal Bonds
  • Cash Management
  • Professional Portfolio Management
  • 401k Rollovers
  • Insurance Services
  • Life Insurance
  • Commodities
Education and Licensing
  • The Anderson School at UCLA
    Masters in Business Administration (MBA) 1996
  • Syracuse University
    Bachelor of Science (BS) 1986
    Double Major: Finance and Statistics
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 3 - National Commodity Futures
  • Series 65 - Investment Advisory Agent
  • Life Insurance Licensed
  • Exchange Traded Funds (ETF) Certified
  • Portfolio Manager Certified
Honors and Recognition
  • Named To Robb Report's Worth Magazine's Top 100 Wealth Advisors for 4 Consecutive Years
Business Experience
  • 2008 - Present: Morgan Stanley*
    Los Angeles
  • 2002 - 2008: UBS Financial Services
    Los Angeles
  • 1998 - 2002: Donaldson Lufkin and Jenrette/ CS First Boston (LA)
  • 1996 - 1998: Morgan Stanley
    New York/Los Angeles

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