BV
BV

Beatriz Vida

26 Years of Experience
Washington, DC
Broker

Beatriz Vida is a registered investment advisor at Morgan Stanley, based in Washington, DC, 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

1775 I Street, North West, Suite 200, Washington, DC, 20006

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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

Beatriz owns rental real estate in Guaynabo, Puerto Rico since 2015. She also serves on the Nominating Committee for the United States Tennis Association and on the Finance and Investment Committees as a board member for Universidad Sagrado Corazon, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
May 2014 - Present · 12 yrs
Previous Registrations
Santander Securities
March 2010 - April 2014 · 4 yrs 1 mo
Santander Securities LLCBroker
September 1999 - April 2014 · 14 yrs 7 mos
Santander Investment Securities INC.Broker
July 1999 - September 1999 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.