EO
EO

Eduardo Ortea

27 Years of Experience
Coral Gables, FL
Broker

Eduardo Ortea is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 27 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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

Eduardo works as a photographer in Miami, Florida, since 2014. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 9 mos
Morgan StanleyBroker
December 2009 - Present · 16 yrs 9 mos
Previous Registrations
Microsigma Capital Management, LLC
July 2009 - October 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2004 - May 2009 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1998 - May 2009 · 10 yrs 9 mos
State Registrations23 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eduardo Ortea - Financial Advisor | TrueAdvisor