Miriam Lerdo is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
20 Linden Place, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - February 2008 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1981 - February 2008 · 26 yrs 2 mos
State Registrations30 states
AZCACOCTDCDEFLGAHIILINKYMAMDMEMINCNHNJNVNYOHPASCTNTXUTVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.