Alonso Amaya is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 28 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
1111 Prospect Street, La Jolla, CA, 92037
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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 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2008 - July 2021 · 13 yrs 6 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 1997 - January 2008 · 10 yrs 4 mos
State Registrations9 states
AZCAIDMTNMNVTXUTWA
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.