GP
GP

Gabriel Porzecanski

20 Years of Experience
Miami, FL
Broker

Gabriel Porzecanski 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

Gabriel is a board member at Beth David Congregation, a religious and educational organization in Miami, since 2018. He spends minimal time on check signing and fund disbursement activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2016 - July 2021 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
May 2016 - July 2021 · 5 yrs 2 mos
Hsbc Securities (USA) INC.
April 2016 - June 2016 · 2 mos
Hsbc Securities (USA) INC.Broker
May 2015 - June 2016 · 1 yr 1 mo
Hsbc Securities (USA) INC.Broker
January 2005 - June 2011 · 6 yrs 5 mos
Hsbc Brokerage (USA) INC.Broker
December 2002 - January 2005 · 2 yrs 1 mo
Salomon Smith Barney INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.