Mike Ladge - Morgan Stanley Financial Advisor - Beverly Hills, CA
Morgan Stanley
Mike Ladge
Executive Director, Wealth Management
Financial Advisor
Sports and Entertainment 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
Executive Director - Wealth Management

Michael Ladge, an Executive Director and Sports and Entertainment Director, joined Morgan Stanley and its prior firm in 2008. By employing an extensive wealth management approach through a consultative process, he implements a customized investment plan designed to accumulate, preserve, and transfer wealth. Mike serves a select client base from a broad spectrum of industries, which includes numerous corporate executives, entrepreneurs, entertainers, and professional athletes.

Previously, Mike was with UBS Wealth Management. Prior to UBS, he worked with Credit Suisse, which had acquired DLJ. Prior to that, after earning his MBA from the Anderson School at UCLA and a B.S. from Syracuse University with a double major in finance and statistics, Mike initiated his career as an investment advisor with Morgan Stanley. Mike was named to Robb Report's Worth Magazine's Top 100 Wealth Advisors for four consecutive years. He has been named a Los Angeles Five Star Wealth Manager conducted by Los Angeles Magazine from 2012-2015.

In addition, he is a Registered Financial Advisor with the NFL Players Association. Mike also works extensively with Jim Brown's Amer-I-Can Foundation and USA Racquetball Association. He is an avid racquetball player and has won several national and state championships. Originally from Boston, Mike resides in Bel Air, California.

Associations
  • NFLPA Registered Player Financial Advisor
Services
  • Asset Management
  • Estate Planning Strategies
  • Wealth Management
  • Alternative Investments
  • Fixed Income
  • Access to Lending Services
  • Retirement Planning
  • Executive Financial Services
  • Municipal Bonds
  • Cash Management
  • Professional Portfolio Management
  • 401(k) 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

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Mike Ladge holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, MI, MN, 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

NMLS#: 1282411

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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Awards Disclosures

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