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Marcelo Miano

29 Years of Experience
Tampa, FL
Broker

Marcelo Miano is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 29 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

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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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

Marcelo is an officer for Epilepsy Services FouCharitable Foundation Inc. and treasurer for Inka Chef, a food catering business. He also has roles with Ylla Tea, Teasans, and FLME Ventures LLC, dedicating minimal time to the first two and about 10-20% of his time to Teasans.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
June 2009 - September 2023 · 14 yrs 3 mos
E*trade Securities LLCBroker
February 2006 - September 2023 · 17 yrs 7 mos
Brownco, LLCBroker
February 2001 - May 2006 · 5 yrs 3 mos
TD Waterhouse Investor Services, INC.Broker
July 1999 - February 2001 · 1 yr 7 mos
Rm Stark & CO INC.Broker
March 1999 - June 1999 · 3 mos
Investors Associates, INC.Broker
April 1996 - March 1997 · 11 mos
Barron Chase Securities, INC.Broker
October 1995 - April 1996 · 6 mos
Hd Brous & CO., INC.Broker
January 1995 - October 1995 · 9 mos
J. Gregory & Company, INC.Broker
November 1994 - December 1994 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Marcelo Miano - Financial Advisor | TrueAdvisor