PH
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Pablo Herrera

20 Years of Experience
Miami, FL
Broker

Pablo Herrera is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 20 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

Pablo owns rental real estate in Miami, Florida, since September 2024, and is the sole proprietor of Skyforest Capital LLC since May 2021. Both activities require minimal time and are investment-related.

Employment History
Current Registrations
Morgan Stanley
February 2025 - Present · 1 yr 5 mos
Morgan StanleyBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Skyforest Capital, LLC
September 2021 - February 2025 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
February 2011 - May 2021 · 10 yrs 3 mos
J.P. Morgan Securities INC.Broker
October 2005 - May 2008 · 2 yrs 7 mos
J.P. Morgan Securities INC.Broker
May 2005 - September 2005 · 4 mos
J.P. Morgan Securities INC.Broker
March 2002 - August 2004 · 2 yrs 5 mos
J.P. Morgan Securities INC.Broker
May 2001 - February 2002 · 9 mos
J.P. Morgan Securities INC.Broker
April 2001 - May 2001 · 1 mo
State Registrations25 states
CACOCTDCDEFLGAILINMAMDMINCNDNHNJNVNYPASDTXVAVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.