Michael J. Ladge - Morgan Stanley Financial Advisor - Beverly Hills, CA
Morgan Stanley
Michael J. Ladge
Senior Vice President, Wealth Management
Wealth Advisor
Portfolio Management Director
9665 Wilshire Blvd
Suite 600
Beverly Hills, CA 90212
tel: (310) 551-9457
toll-free: (800) 451-6533 
Wealth Management & Financial Advisory Services

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 help 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 to his vocational endeavors, he guest lectures at the Harvard Westlake School and the Anderson School at UCLA.
 
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 is avid racquetball player and has won several national championships.

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

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

Michael J. Ladge holds the following registrations:
Securities Agent: AZ, CA, CO, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, MI, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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