PE
PE
Pilar Estrella is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 35 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
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2005Settled
Other 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
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
May 2006 - June 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2006 - June 2009 · 3 yrs 1 mo
Banc of America Investment Services, INC.
April 1998 - May 2006 · 8 yrs 1 mo
Banc of America Investment Services, INC.Broker
April 1998 - May 2006 · 8 yrs 1 mo
Barnett Investments, INC.Broker
September 1990 - April 1998 · 7 yrs 7 mos
State Registrations10 states
CAFLNCNHNJNYOHSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.