Freddy Menjivar is a registered investment advisor at Morgan Stanley, based in Coral Gables, 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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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 →Employment History
Current Registrations
Morgan Stanley
December 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Deutsche Bank Securities INC.
August 2019 - December 2020 · 1 yr 4 mos
Deutsche Bank Securities INC.Broker
May 2015 - December 2020 · 5 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2008 - April 2015 · 6 yrs 6 mos
J.P. Morgan Securities INC.Broker
May 2001 - October 2008 · 7 yrs 5 mos
J.P. Morgan Securities INC.Broker
September 2000 - May 2001 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
August 1999 - April 2000 · 8 mos
State Registrations17 states
AZCACOCTDEFLGAIAILKYNHNJNVNYPASCTX
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.