Joan Camarillo

26 Years of Experience

Los Angeles, CA

1 DisclosureBroker

Joan Camarillo is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Morgan Stanley

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

10960 Wilshire Boulevard, Suite 2000, Los Angeles, CA, 90024

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2000

Denied

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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.

June 2007 - June 2009 · 2 yrs

Citigroup Global Markets INC.Broker

September 1999 - June 2009 · 9 yrs 9 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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