Yizenia Alvare-Garcia is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
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
August 2024 - Present · 1 yr 11 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
January 2010 - April 2023 · 13 yrs 3 mos
UBS Financial Services INC.Broker
January 2010 - April 2023 · 13 yrs 3 mos
UBS International INC.
April 2009 - January 2010 · 9 mos
UBS International INC.Broker
March 2009 - January 2010 · 10 mos
Citigroup Global Markets INC.
March 2003 - April 2009 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2003 - April 2009 · 6 yrs 1 mo
Credit Suisse First Boston
January 2003 - March 2003 · 2 mos
Credit Suisse First Boston LLCBroker
February 2001 - March 2003 · 2 yrs 1 mo
Donaldson Lufkin & Jenrette Securities Corporation
July 1999 - January 2003 · 3 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1999 - January 2003 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.