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Gonzalo Espinosa is a registered investment advisor at Morgan Stanley, based in Miami, 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
200 S. Biscayne Blvd., Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Settled
Other Business Activities
Gonzalo owns multiple real estate properties and is involved with real estate investment companies in Chile and Miami. He dedicates minimal time to these activities outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2008 - May 2021 · 12 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2021 · 17 yrs 10 mos
Prudential Securities IncorporatedBroker
March 2000 - July 2003 · 3 yrs 4 mos
State Registrations12 states
CADEFLMAMNNCNYPRSDTXVAWY
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.