Eugene Montoya is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 53 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 S. Biscayne Blvd., Miami, FL, 33131
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Regulatory History (3)
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Customer Dispute
February 2005Settled
Customer Dispute
August 1993Settled
Customer Dispute
April 1991Settled
Other Business Activities
Eugene is involved in several investment-related activities, including Belvedere Farm LLC (a breeder of through breads), Gutmont LLC (classic car collection), timber land, and rental properties. He also owns a restaurant/bar/nightclub in Colombia, where he is a passive investor/owner.
Employment History
Current Registrations
Morgan StanleyBroker
May 2021 - Present · 5 yrs 4 mos
Morgan Stanley
May 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2014 - May 2021 · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - May 2021 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - October 2014 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - October 2014 · 36 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
February 1973 - September 1978 · 5 yrs 7 mos
State Registrations10 states
CACODEFLGAMANCNJNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.