AC
AC
Adriano Conrado
24 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Adriano Conrado is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 24 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
Loading...
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011Denied
Other Business Activities
Adriano owns two rental properties in Miami, Florida since 2013 and is a 50% owner. He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2003 - April 2014 · 10 yrs 9 mos
Prudential Securities IncorporatedBroker
May 2001 - July 2003 · 2 yrs 2 mos
State Registrations11 states
CADEFLMDNCNJNYSCSDTXWY
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.