Juan Carrera
Juan Carrera is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 39 years of industry experience. Juan 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Juan is a board member for Corporacion Castillo Hermanos S.A./HC Holding S.A., a company involved in beverages, food, and real estate, dedicating minimal time. He is also an investor/member in Carrqui LLC and an officer for 12630 Sunnydale LLC, both investment-related, spending minimal time on each.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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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