KP
KP

Karina Pineda

26 Years of Experience
Miami, FL
Broker

Karina Pineda is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 26 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Karina is a contractor for Tapestry of The Heart LLC, a retreat center for healing in Homestead, Florida, since November 2023. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - March 2021 · 17 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - March 2021 · 17 yrs 8 mos
Prudential Securities Incorporated
October 1999 - July 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
October 1999 - July 2003 · 3 yrs 9 mos
State Registrations21 states
CACTDEFLGAMAMDMNMOMTNJNYOKORPASDTNTXUTVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.