Juan Elwaw 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, Miami, FL, 33131
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Regulatory History (1)
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Customer Dispute
July 2002Settled
Other Business Activities
Juan is involved in several real estate ventures, including rental properties and holding companies, primarily in Florida and Puerto Rico. These activities require minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1993 - July 1993 · 5 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMNMTNCNENHNJNVNYOHOKORPAPRSCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.