Mario Lamar 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
Loading...
Location
200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2005Settled
Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 6 yrs 10 mos
Morgan StanleyBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2011 - July 2019 · 8 yrs 3 mos
J.P. Morgan Securities LLC
April 2011 - July 2019 · 8 yrs 3 mos
Barclays Capital INC.
March 2009 - May 2011 · 2 yrs 2 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., Incorporated
September 2001 - October 2002 · 1 yr 1 mo
Morgan Stanley & CO., IncorporatedBroker
September 2001 - October 2002 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
August 1999 - September 2001 · 2 yrs 1 mo
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.