Francisco Fernandez is a registered investment advisor at Morgan Stanley, based in Coral Gables, 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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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
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
August 2012 - July 2020 · 7 yrs 11 mos
UBS Financial Services INC.Broker
August 2012 - July 2020 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1995 - September 2012 · 17 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - September 2012 · 17 yrs 3 mos
State Registrations9 states
CACTFLGAMANJNYORTX
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.