FC
FC

Francisco Carrera-Justiz

26 Years of Experience
Miami, FL
Broker

Francisco Carrera-Justiz 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

Francisco is a member of the board of directors for Bacardi Limited, a private family-owned spirits business, since 2010. He spends a few hours per week approving budgets and participating in strategic discussions.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 6 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
January 2003 - April 2016 · 13 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - April 2016 · 13 yrs 3 mos
Donaldson Lufkin & Jenrette Securities Corporation
April 1999 - January 2003 · 3 yrs 9 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 1999 - January 2003 · 3 yrs 9 mos
State Registrations27 states
ALCACOCTDCDEFLGAILKSMAMDMIMTNCNJNVNYOHPAPRSCSDTXVAVirgin IslandsWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Francisco Carrera-Justiz - Financial Advisor | TrueAdvisor