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Adriana Estevez

26 Years of Experience
San Antonio, TX
Broker

Adriana Estevez is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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

Adriana is a sole proprietor/owner of a sole proprietorship in San Antonio, Texas, since February 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2011 - Present · 14 yrs 11 mos
Morgan Stanley
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - June 2011 · 5 mos
Wells Fargo Advisors, LLC
January 2011 - June 2011 · 5 mos
Wells Fargo Investments, LLC
February 2010 - January 2011 · 11 mos
Wells Fargo Investments, LLCBroker
February 2010 - January 2011 · 11 mos
Wells Fargo Advisors, LLC
August 2008 - February 2010 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
February 2007 - February 2010 · 3 yrs
Banc One Securities CorporationBroker
June 2004 - April 2005 · 10 mos
Multi-Financial Securities CorporationBroker
July 2001 - December 2002 · 1 yr 5 mos
Inverworld Securities, INC.Broker
May 1996 - April 2001 · 4 yrs 11 mos
State Registrations38 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMNMOMTNCNENJNMNVNYOHOKORPASCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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