JB
JB

Juan Briatore

25 Years of Experience
Coral Gables, FL
Broker

Juan Briatore is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 25 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Juan is a member/partner of Hurricane Cloud LLC, a private company, since 2013, holding a boat for private use. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - September 2015 · 5 yrs 8 mos
UBS Financial Services INC.
January 2010 - September 2015 · 5 yrs 8 mos
UBS International INC.
March 2003 - January 2010 · 6 yrs 10 mos
UBS International INC.Broker
March 2003 - January 2010 · 6 yrs 10 mos
Credit Suisse First Boston
January 2003 - March 2003 · 2 mos
Credit Suisse First Boston LLCBroker
January 2003 - March 2003 · 2 mos
Donaldson Lufkin & Jenrette Securities Corporation
October 2000 - January 2003 · 2 yrs 3 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 2000 - January 2003 · 2 yrs 3 mos
State Registrations18 states
AKCACOCTDEFLMDMSNHNJNYOHPARITXVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.