MO
MO
Manuel Ojeda is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 34 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
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
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Regulatory History (1)
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Customer Dispute
March 2020Denied
Other Business Activities
Manuel co-owns a rental property in San Jose, CA, since 2009. This activity is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
June 2013 - Present · 12 yrs 11 mos
Morgan Stanley
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - June 2013 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
January 2011 - June 2013 · 2 yrs 5 mos
Wells Fargo Investments, LLC
July 2008 - January 2011 · 2 yrs 6 mos
Wells Fargo Investments, LLCBroker
July 2008 - January 2011 · 2 yrs 6 mos
Citigroup Global Markets INC.
April 2008 - April 2008 · 0 mos
Citigroup Global Markets INC.Broker
April 2008 - April 2008 · 0 mos
UBS Financial Services INC.
January 2001 - July 2008 · 7 yrs 6 mos
UBS Financial Services INC.Broker
January 2001 - July 2008 · 7 yrs 6 mos
Ing Barings LLCBroker
November 1997 - January 2001 · 3 yrs 2 mos
Cowen & CO.Broker
February 1995 - November 1997 · 2 yrs 9 mos
Genesis Merchant Group Securities L.P.Broker
September 1994 - January 1995 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1991 - September 1994 · 3 yrs 4 mos
State Registrations26 states
ALAZCACOCTDCFLGAHIILINKSLAMAMDNCNJNVNYORSCTNTXVAWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.