Jose Villamil is a registered investment advisor at Morgan Stanley, based in New York, NY, with 30 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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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 StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
March 2014 - April 2016 · 2 yrs 1 mo
Credit Suisse Securities (USA) LLC
March 2014 - April 2016 · 2 yrs 1 mo
UBS Financial Services INC.
November 2010 - March 2014 · 3 yrs 4 mos
UBS Financial Services INC.Broker
November 2010 - March 2014 · 3 yrs 4 mos
Ixe Securities, LLCBroker
September 2010 - November 2010 · 2 mos
Citigroup Global Markets INC.Broker
December 2005 - April 2010 · 4 yrs 4 mos
Banorte Securities International, LTD.Broker
July 2003 - November 2004 · 1 yr 4 mos
Dresdner Kleinwort Wasserstein Securities LLCBroker
October 1997 - August 2001 · 3 yrs 10 mos
Bt Securities CorporationBroker
November 1996 - June 1997 · 7 mos
Nomura Securities International, INC.Broker
November 1995 - October 1996 · 11 mos
J.P. Morgan Securities INC.Broker
September 1992 - November 1995 · 3 yrs 2 mos
Probursa International INC.Broker
June 1991 - July 1992 · 1 yr 1 mo
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.