Isabel Tomas is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Isabel is a board member and treasurer of the Careyes Foundation, overseeing the organization's finances. This requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLCBroker
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Robert Fleming INC.Broker
Smith Barney INC.Broker
Acci Securities, INC.Broker
Global Capital Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
E. F. Hutton & Company INCBroker
State Registrations15 states
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