Matias Valdes is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 19 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
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
November 2014 - May 2015 · 6 mos
RBC Capital Markets, LLCBroker
June 2014 - May 2015 · 11 mos
Wachovia Securities, LLC
June 2008 - September 2008 · 3 mos
Wachovia Securities, LLCBroker
July 2003 - September 2008 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
January 2001 - July 2003 · 2 yrs 6 mos
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.