Ana Oliveira is a registered investment advisor at Morgan Stanley, based in Miami, 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
Loading...
Location
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006Denied
Customer Dispute
August 2000Settled
Other Business Activities
Ana owns rental property in Miami, Florida since 2016. She also hosts international students through the American Homestay Network since 2018.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2000 - June 2009 · 9 yrs
Citigroup Global Markets INC.Broker
June 2000 - June 2009 · 9 yrs
Dean Witter Reynolds INC.Broker
February 1994 - July 2000 · 6 yrs 5 mos
State Registrations9 states
CACOFLMANYPAPRTXVA
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.