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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

MICHAEL PAUL SCHLEGER

Advisor at MORGAN STANLEY

Chattanooga, TN

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Search this name across graphsid dfx:ria:18a2c8df-a092-1545-37e0-063b61869227

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 23, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 23, 2012
First registration: Jan 25, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 5947341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Aug 30, 2023	n/a	yes	Chattanooga, TN	Current employment
CADARET GRANT & CO INC	Former SEC adviser	Jun 4, 2020	Sep 1, 2023	no	Dalton, GA\|Syracuse, NY\|Syracuse, NY\|SYRACUSE, NY\|Chattanooga, TN\|Syracuse, NY\|Signal Mountain, TN	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 2, 2012	May 26, 2020	no	CHATTANOOGA, TN\|DALTON, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 25, 2012	Jul 25, 2012	no	CHATTANOOGA, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CADARET GRANT & CO INC	MORGAN STANLEY	Sep 1, 2023	Aug 30, 2023	-2	Firm change	Ibd to wirehouse
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CADARET GRANT & CO INC	May 26, 2020	Jun 4, 2020	9	Firm change	Ibd to ibd
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 25, 2012	Jul 2, 2012	-23	Firm change	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 30, 2023 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Jun 4, 2020 to Sep 1, 2023factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 2, 2012 to May 26, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 25, 2012 to Jul 25, 2012factForm ADV

Dated events

Occurred
Sep 1, 2023
Advisor changed firm
Michael Paul Schleger left Cadaret Grant & Co Inc for Morgan Stanley (registered 2023-08-30)
Form ADVobserved 6 days ago