Maria Montanez is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 41 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1775 I Street, North West, Suite 200, Washington, DC, 20006
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Regulatory History (1)
Customer Dispute
April 1994Other Business Activities
Maria owns a rental property in Washington DC since 2018. She spends minimal time on this investment-related activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
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
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