GK
GK

Gustavo Klimberg

31 Years of Experience
Miami, FL
Broker

Gustavo Klimberg is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 31 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, PWM - Latin America, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gustavo owns rental properties since 2013 and is the owner of EMALIL LLC since 2016. These activities are investment-related but do not appear to require significant time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2007 - June 2009 · 2 yrs 4 mos
Lehman Brothers INC.Broker
August 1995 - February 2007 · 11 yrs 6 mos
Salomon Brothers INC.Broker
September 1994 - June 1995 · 9 mos
State Registrations7 states
CACTDEFLNYVAWY
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.
Gustavo Klimberg - Financial Advisor | TrueAdvisor