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Maria Montanez is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 41 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
1775 I Street, North West, Suite 200, Washington, DC, 20006
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Regulatory History (1)
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Customer Dispute
April 1994Settled
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
UBS Financial Services INC.
February 1996 - June 2007 · 11 yrs 4 mos
UBS Financial Services INC.Broker
January 1996 - June 2007 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1985 - January 1996 · 10 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.