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Ramon Ortel is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 20 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Judgment / Lien
October 2018Employment History
Current Registrations
Morgan Stanley
January 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
E*trade Securities LLCBroker
April 2010 - November 2013 · 3 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
November 2005 - June 2009 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2005 - June 2009 · 3 yrs 9 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.