FM
FM
Fernando Morillo is a registered investment advisor at Morgan Stanley, based in Miami, 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2004Final
Other Business Activities
Fernando is a landlord for a rental property in Miami, Florida, since October 2019. This activity is investment-related.
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.
February 1996 - June 2009 · 13 yrs 4 mos
Citigroup Global Markets INC.Broker
February 1996 - June 2009 · 13 yrs 4 mos
Painewebber IncorporatedBroker
August 1995 - September 1995 · 1 mo
State Registrations18 states
CACOCTDEFLGAKSMAMNNCNJNYPASDTNTXVirgin IslandsWY
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.