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Miguel Monnichmeyer

30 Years of Experience
Miami, FL
Broker

Miguel Monnichmeyer 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, 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

Miguel serves as a trustee or co-trustee for a trust. This activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2017 - March 2021 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - March 2021 · 3 yrs 6 mos
Hsbc Securities (USA) INC.
December 2007 - September 2017 · 9 yrs 9 mos
Hsbc Securities (USA) INC.Broker
January 2005 - September 2017 · 12 yrs 8 mos
Hsbc Brokerage (USA) INC.Broker
August 2000 - January 2005 · 4 yrs 5 mos
Citicorp Investment ServicesBroker
October 1997 - May 1999 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1995 - September 1997 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
February 1994 - October 1995 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
February 1994 - October 1995 · 1 yr 8 mos
State Registrations11 states
CADEFLGAMANJNYPASDTXVirgin Islands
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Miguel Monnichmeyer - Financial Advisor | TrueAdvisor