Rene Espinal is a registered investment advisor at Morgan Stanley, based in Stuart, FL, with 32 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
729 South West FEDERAL HIGHWAY, Suite 300, Stuart, FL, 34994
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Regulatory History (1)
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Customer Dispute
March 2000Denied
Other Business Activities
Rene is a member of the Planned Giving Council for Place of Hope, a non-profit organization. This activity requires minimal time during office hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.
October 1993 - December 2008 · 15 yrs 2 mos
Citigroup Global Markets INC.Broker
October 1993 - December 2008 · 15 yrs 2 mos
Biltmore Securities, INCBroker
June 1993 - December 1993 · 6 mos
State Registrations37 states
ALAZCACOCTDEFLGAILINKYMAMDMEMIMNMONCNHNJNVNYOHOKORPARISCSDTNTXVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.