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Genoveva Luna

25 Years of Experience
San Antonio, TX
Broker

Genoveva Luna is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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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Other Business Activities

Genoveva's spouse owns Elite Marine Upholstery, a boat upholstery and canvas repair business in San Antonio, Texas, since 2007. Genoveva's involvement is as the spouse of the owner, and she dedicates no time to the business during or after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Morgan StanleyBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Wfg Investments, INC.Broker
January 2005 - November 2010 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
July 2000 - August 2004 · 4 yrs 1 mo
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Genoveva Luna - Financial Advisor | TrueAdvisor