Magdalena Rodriguez is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
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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
July 2011 - Present · 15 yrs
Morgan Stanley
July 2011 - Present · 15 yrs
Previous Registrations
UBS Financial Services INC.
July 2009 - June 2011 · 1 yr 11 mos
UBS Financial Services INC.Broker
July 2009 - June 2011 · 1 yr 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2009 · 1 mo
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
UBS Financial Services INC.
July 1997 - January 2008 · 10 yrs 6 mos
UBS Financial Services INC.Broker
April 1993 - January 2008 · 14 yrs 9 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.