LC
LC

Luis Castellanos

23 Years of Experience
Coral Gables, FL
Broker

Luis Castellanos is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 23 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Luis is involved in several business activities, including owning land and cattle through Redland Ventures Inc., rental properties through Monaco Holding LLC, and holding ownership stakes in multiple LLCs for real estate and consulting purposes. These activities take a few hours per week.

Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Mbsc Securities CorporationBroker
May 2015 - December 2015 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - August 2014 · 14 yrs 9 mos
State Registrations2 states
FLGA
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.