Maria Mckenzie is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131
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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 · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
December 2007 - June 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
April 2000 - December 2007 · 7 yrs 8 mos
Citigroup Global Markets INC.
April 2000 - December 2007 · 7 yrs 8 mos
Prudential Securities IncorporatedBroker
November 1997 - March 2000 · 2 yrs 4 mos
Griffin Financial ServicesBroker
January 1996 - November 1996 · 10 mos
Great Western Financial Securities CorporationBroker
February 1994 - June 1995 · 1 yr 4 mos
Investors Associates, INC.Broker
October 1993 - December 1993 · 2 mos
Chatfield Dean & CO., INC.Broker
October 1993 - October 1993 · 0 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.