Eugene Montoya is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 53 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
200 S. Biscayne Blvd., Miami, FL, 33131
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Regulatory History (3)
Customer Dispute
February 2005Customer Dispute
August 1993Customer Dispute
April 1991Other 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
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations10 states
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
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