RG
RG

Roberto Gamarra

24 Years of Experience
Miami, FL
1 DisclosureBroker

Roberto Gamarra is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 24 years of industry experience. Roberto 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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History

Regulatory History (1)
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Customer Dispute
March 2017
Denied
Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs 5 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
April 2014 - May 2017 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2010 - May 2017 · 6 yrs 7 mos
Citi International Financial Services LLCBroker
February 2009 - February 2010 · 1 yr
Citicorp Financial Services CorporationBroker
March 2000 - June 2007 · 7 yrs 3 mos
State Registrations23 states
ARCADEFLGAILKSMAMDMNNCNJNYPAPRSDTNTXUTVAVirgin IslandsWAWY
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.
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