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Christina Livas

10 Years of Experience
Coral Gables, FL
Broker

Christina Livas is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 10 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Bradesco Global Advisors
February 2023 - August 2024 · 1 yr 6 mos
Bradesco Investments INC.Broker
November 2021 - August 2024 · 2 yrs 9 mos
Credit Agricole Securities (USA) INC.Broker
January 2015 - November 2020 · 5 yrs 10 mos
Morgan Stanley & CO., IncorporatedBroker
August 2002 - February 2003 · 6 mos
State Registrations5 states
DCFLGANYTX
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.
Christina Livas - Financial Advisor | TrueAdvisor