PB
PB

Paul Bravo

28 Years of Experience
Miami, FL
Broker

Paul Bravo is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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

200 South Biscayne Blvd, Miami, FL, 33131

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History

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.

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Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 3 mos
Morgan Stanley
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
January 2003 - April 2016 · 13 yrs 3 mos
Credit Suisse Securities (USA) LLC
January 2003 - April 2016 · 13 yrs 3 mos
Donaldson Lufkin & Jenrette Securities Corporation
December 1999 - January 2003 · 3 yrs 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 1999 - January 2003 · 3 yrs 1 mo
Prudential Securities IncorporatedBroker
November 1998 - December 1999 · 1 yr 1 mo
First Miami Securities, INC.Broker
January 1998 - November 1998 · 10 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.
Paul Bravo - Financial Advisor | TrueAdvisor