CB
CB

Carlos Bonzon

27 Years of Experience
Pinecrest, FL
Broker

Carlos Bonzon is a registered investment advisor at Morgan Stanley, based in Pinecrest, 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
Loading...

Location

Pinecrest, FL

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 →
Other Business Activities

Carlos is a board member of Bonzon Family Foundation, Inc., focusing on education and medical causes. He spends minimal time on check signing and fund disbursement activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2011 - July 2019 · 8 yrs 3 mos
J.P. Morgan Securities LLCBroker
April 2011 - July 2019 · 8 yrs 3 mos
Barclays Capital INC.
January 2009 - May 2011 · 2 yrs 4 mos
Barclays Capital INC.Broker
September 2008 - May 2011 · 2 yrs 8 mos
Lehman Brothers INC.
August 2006 - October 2008 · 2 yrs 2 mos
Lehman Brothers INC.Broker
August 2006 - September 2008 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2002 - August 2006 · 3 yrs 10 mos
Morgan Stanley & CO., IncorporatedBroker
September 2001 - October 2002 · 1 yr 1 mo
Morgan Stanley & CO., Incorporated
September 2001 - October 2002 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
September 1999 - September 2001 · 2 yrs
Prudential Securities IncorporatedBroker
September 1998 - September 1999 · 1 yr
State Registrations21 states
CACOCTDCDEFLGAMAMDMTNJNVNYOHPASCTNTXVAWAWY
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.
Carlos Bonzon - Financial Advisor | TrueAdvisor