BC
BC

Beatrice Cueto

27 Years of Experience
Miami, FL
Broker

Beatrice Cueto is a registered investment advisor at Morgan Stanley, based in Miami, 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

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

Beatrice is the director of Gaviota del Cayo LLC since May 2018 and manages rental property since April 2021. She dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2000 - June 2009 · 9 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2000 - June 2009 · 9 yrs 3 mos
Db Alex. Brown LLCBroker
January 1999 - March 2000 · 1 yr 2 mos
State Registrations21 states
ARCACTDCDEFLGAKYMAMDMIMONCNJNYPAPRSDTXVAWY
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.