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Federico Schoenhofer

22 Years of Experience
Houston, TX
Broker

Federico Schoenhofer is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 22 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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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 StanleyBroker
April 2025 - Present · 1 yr 1 mo
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - April 2025 · 15 yrs 3 mos
UBS Financial Services INC.
January 2010 - April 2025 · 15 yrs 3 mos
UBS International INC.
January 2009 - January 2010 · 1 yr
UBS International INC.Broker
November 2008 - January 2010 · 1 yr 2 mos
Bbva Investments INC.Broker
August 2005 - November 2008 · 3 yrs 3 mos
Monex Securities, INC.Broker
July 2004 - August 2005 · 1 yr 1 mo
Bbva Bancomer Securities International, INC.Broker
May 2003 - May 2004 · 1 yr
State Registrations16 states
ARCACODCDEFLIAMDMTNDNJNYSDTXUTWY
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.