FT
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Fidel Trejo-Erazo
27 Years of Experience
Houston, TX
3 DisclosuresBroker
Fidel Trejo-Erazo is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 27 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
Get directionsHistory
Regulatory History (3)
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Customer Dispute
October 2023Settled
Customer Dispute
September 2019Settled
Customer Dispute
February 2010Denied
Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr
Morgan StanleyBroker
May 2025 - Present · 1 yr
Previous Registrations
UBS Financial Services INC.
April 2016 - May 2025 · 9 yrs 1 mo
UBS Financial Services INC.Broker
December 1998 - May 2025 · 26 yrs 5 mos
UBS Financial Services Incorporated of Puerto RicoBroker
December 1998 - April 2016 · 17 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.