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Ana Herce

22 Years of Experience
Miami, FL
Broker

Ana Herce is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 22 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 S. Biscayne Blvd., 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 50% shareholder/owner and director of Symar Construction Inc., a real estate company, since 1996. She dedicates minimal time to administrative tasks related to this business.

Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2016 - March 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - March 2021 · 4 yrs 7 mos
Itau International Securities INC.Broker
December 2014 - August 2016 · 1 yr 8 mos
UBS Financial Services INC.
January 2010 - November 2014 · 4 yrs 10 mos
UBS Financial Services INC.Broker
January 2010 - November 2014 · 4 yrs 10 mos
UBS International INC.
July 2009 - January 2010 · 6 mos
UBS International INC.Broker
May 2009 - January 2010 · 8 mos
Lasalle Financial Services, INC.Broker
May 2001 - June 2007 · 6 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.