MC
MC
Matias Cavalieri is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2020Settled
Other Business Activities
Matias is a sole proprietor/owner/partner in a real estate venture in Maldonado, Uruguay, since 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1998 - June 2009 · 10 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1998 - June 2009 · 10 yrs 11 mos
Prudential Securities IncorporatedBroker
March 1998 - March 1998 · 0 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAHIIDILKSLAMAMDMIMNMTNCNENHNJNVNYOHOKORPAPRSCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.