AG
AG

Ana Gernhardt-Diaz

24 Years of Experience
Miami, FL
Broker

Ana Gernhardt-Diaz 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

Ana is a troop co-leader and treasurer for the Girl Scouts of Tropical Florida, Inc. She is involved in leadership building for girls, fundraising, and education.

Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
November 2024 - July 2025 · 8 mos
UBS Financial Services INC.Broker
January 2010 - July 2025 · 15 yrs 6 mos
UBS International INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
UBS Painewebber INC.Broker
December 2001 - June 2002 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ana Gernhardt-Diaz - Financial Advisor | TrueAdvisor