Noel Cueto is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 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
555 California Street, Pwm, San Francisco, CA, 94104
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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
August 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2017 - August 2018 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2014 - August 2018 · 4 yrs 1 mo
Sterne, Agee & Leach, INC.Broker
May 2007 - April 2014 · 6 yrs 11 mos
Oppenheimer & CO. INC.Broker
January 2003 - May 2007 · 4 yrs 4 mos
Cibc World Markets CORP.Broker
September 2000 - January 2003 · 2 yrs 4 mos
Sg Cowen Securities CorporationBroker
June 1999 - September 2000 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - May 1999 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.