Carmen Torruella is a registered investment advisor at Morgan Stanley, based in New York, NY, with 26 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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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
October 2016 - Present · 9 yrs 7 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2012 - August 2016 · 3 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
May 2010 - August 2011 · 1 yr 3 mos
Goldman, Sachs & CO.Broker
August 2006 - December 2008 · 2 yrs 4 mos
W. Quillen SecuritiesBroker
June 2004 - June 2006 · 2 yrs
Salomon Brothers INC.Broker
November 1997 - September 1998 · 10 mos
Citigroup Global Markets INC.Broker
March 1997 - May 2003 · 6 yrs 2 mos
Salomon Brothers INC.Broker
February 1996 - February 1997 · 1 yr
Morgan Stanley & CO., IncorporatedBroker
November 1995 - January 1996 · 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.