HM
HM

Hugo Mantilla

33 Years of Experience
Miami, FL
Broker

Hugo Mantilla is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 33 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

200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131

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History

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.

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Other Business Activities

Hugo is a board member for the Florida International University Foundation, dedicating minimal time to fundraising activities. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
November 2006 - June 2009 · 2 yrs 7 mos
Lehman Brothers INC.Broker
May 1994 - November 2006 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - May 1994 · 1 yr 7 mos
State Registrations21 states
CACOCTDEFLGAILMAMIMONJNYOHOKPRSDTXUTVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Hugo Mantilla - Financial Advisor | TrueAdvisor