DI
DI

Denise Iturrey

24 Years of Experience
Miami, FL
Broker

Denise Iturrey is a registered investment advisor at Morgan Stanley, based in Miami, 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
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Location

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

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Denise works for Etsy.com, an online retail store, handling customer service and sales/marketing. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
December 2025 - Present · 7 mos
Morgan StanleyBroker
December 2025 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
April 2024 - December 2025 · 1 yr 8 mos
UBS Financial Services INC.Broker
April 2024 - December 2025 · 1 yr 8 mos
Morgan Stanley
February 2016 - April 2024 · 8 yrs 2 mos
Morgan StanleyBroker
February 2016 - April 2024 · 8 yrs 2 mos
Credit Suisse Securities (USA) LLC
January 2010 - March 2016 · 6 yrs 2 mos
Credit Suisse Securities (USA) LLCBroker
January 2010 - March 2016 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
October 2004 - May 2007 · 2 yrs 7 mos
Citicorp Investment ServicesBroker
October 2004 - May 2007 · 2 yrs 7 mos
UBS International INC.
June 2002 - November 2003 · 1 yr 5 mos
UBS International INC.Broker
June 2002 - November 2003 · 1 yr 5 mos
UBS Painewebber INC.
January 2001 - June 2002 · 1 yr 5 mos
UBS Painewebber INC.Broker
January 2001 - June 2002 · 1 yr 5 mos
State Registrations25 states
CACODCDEFLGAILMAMDMIMONCNJNVNYOHPAPRSCSDTXVAVTVirgin IslandsWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.