Michael Sofia

Michael Sofia: Email & Phone Number

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Registered Client Services Associate at Morgan Stanley|New York City Metropolitan Area, United States

Position:

Registered Client Services Associate at Morgan Stanley

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-06-02
Updated: 2026-06-02

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Work Experience 3 years

Registered Client Services Associate at Morgan Stanley

Aug 2025 - Current

Wealth Management Client Associate at Merrill Lynch

Jul 2024 - Aug 2025

Wealth Management Analyst at Bank of America Merrill Lynch

Jun 2023 - Aug 2023

Michael Sofia started working in 2023, then the employee has changed 2 companies and 2 jobs. On average, Michael Sofia works for one company for 8 months.

Their professional focus is Cardiopulmonary Resuscitation (CPR), First Aid, and Leadership across 3 core areas.

Michael holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

University of Delaware

Randolph High School

Michael Sofia Namesakes

Name
Company
Position
Michael Sofia
Project Manager
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Michael Sofia
Customer Account Manager
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