Juan Lacroze is a registered investment advisor at Morgan Stanley, based in New York, NY, with 37 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
55 East 52nd Street, 28th Floor, New York, NY, 10055
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
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
December 1988 - March 1997 · 8 yrs 3 mos
Prudential-Bache Securities INC.Broker
May 1988 - June 1988 · 1 mo
State Registrations13 states
CACOCTDEFLMANCNJNYSCSDTXUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.