Sergio Granados is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 43 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
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Location
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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Regulatory History (1)
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Customer Dispute
June 1995Settled
Other Business Activities
Sergio is a director at Inversiones El Encanto S.A., dealing with real estate rentals, and a notary public in Guatemala. He is also involved in publishing and historical research, and serves as a trustee for the Sergio Garcia Granados Revocable Trust.
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.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
UBS International INC.
June 2002 - May 2009 · 6 yrs 11 mos
UBS International INC.Broker
June 2002 - May 2009 · 6 yrs 11 mos
UBS Painewebber INC.
December 1998 - June 2002 · 3 yrs 6 mos
UBS Painewebber INC.Broker
December 1998 - June 2002 · 3 yrs 6 mos
Lehman Brothers INC.Broker
March 1988 - December 1998 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1982 - March 1988 · 5 yrs 11 mos
State Registrations13 states
AKCACODEFLGAINMANCNYPASDTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.