JC
JC

Juan Carrera

38 Years of Experience
New York, NY
1 DisclosureBroker

Juan Carrera is a registered investment advisor at Morgan Stanley, based in New York, NY, with 38 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History (1)
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Customer Dispute
September 2012
Denied
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
Wachovia Securities, LLCBroker
October 2002 - September 2008 · 5 yrs 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
February 1997 - November 2002 · 5 yrs 9 mos
Lehman Brothers INC.Broker
March 1988 - March 1997 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - March 1988 · 6 mos
State Registrations13 states
CACOCTDEFLMANCNJNYSCSDTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Juan Carrera - Financial Advisor | TrueAdvisor