Veronica Pereira is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 21 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
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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
January 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
January 2017 - January 2020 · 3 yrs
Citigroup Global Markets INC.Broker
January 2017 - January 2020 · 3 yrs
Suntrust Advisory Services LLC
November 2016 - December 2016 · 1 mo
Suntrust Investment Services, INC.
July 2011 - December 2016 · 5 yrs 5 mos
Suntrust Investment Services, INC.Broker
May 2011 - December 2016 · 5 yrs 7 mos
Wells Fargo Advisors, LLC
May 2006 - November 2010 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2006 - November 2010 · 4 yrs 10 mos
First Union Brokerage Services, INC.Broker
March 1996 - October 1997 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.