AA
AA

Alberto Alatorre

17 Years of Experience
Houston, TX
Broker

Alberto Alatorre is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 17 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
Loading...

Location

717 Texas Avenue, Suite 3050, Houston, TX, 77002

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan StanleyBroker
May 2018 - Present · 8 yrs 4 mos
Morgan Stanley
May 2018 - Present · 8 yrs 4 mos
Previous Registrations
Actinver Wealth Management, INC.
November 2017 - May 2018 · 6 mos
Actinver Securities, INC.Broker
October 2017 - May 2018 · 7 mos
Actinver Securities, INC.Broker
July 2016 - October 2016 · 3 mos
Actinver Wealth Management, INC.
April 2014 - October 2016 · 2 yrs 6 mos
Optima Capital Management, INC.
May 2012 - April 2014 · 1 yr 11 mos
Northeast Securities, INC.Broker
November 2004 - July 2005 · 8 mos
Multinvestments, INC.Broker
July 1998 - April 2002 · 3 yrs 9 mos
State Registrations5 states
CADEFLNYTX
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.