Olga Pereira is a registered investment advisor at Morgan Stanley, based in New York, NY, with 25 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
May 2012Denied
Employment History
Current Registrations
Morgan Stanley
June 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
November 2010 - July 2014 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
February 2009 - July 2014 · 5 yrs 5 mos
UBS Financial Services INC.Broker
August 2001 - March 2009 · 7 yrs 7 mos
Citicorp Investment ServicesBroker
June 2001 - September 2001 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - July 1999 · 3 mos
State Registrations7 states
CADEFLNCNYPRTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.