Pilar Estrella is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 36 years of industry experience. Pilar 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
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
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Regulatory History (1)
Customer Dispute
October 2005Other Business Activities
Pilar co-owns rental real estate in Tamarac, FL, since 2015. She also owns an investment property since 2020, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Barnett Investments, INC.Broker
State Registrations11 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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