IM
IM

Ileana Musa

23 Years of Experience
Coral Gables, FL
Broker

Ileana Musa is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 23 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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

Ileana is the trustee of the Ileana M. Musa Trust and owns multiple LLCs holding rental properties/vacation homes. She also chairs the corporate advisory board for ALPFA and chairs the Investment Committee for Girl Scouts of the USA, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Morgan Stanley
December 2017 - Present · 8 yrs 7 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2017 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2017 · 7 yrs 11 mos
Banc of America Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
February 2005 - October 2009 · 4 yrs 8 mos
Chase Investment Services CORP.Broker
July 2001 - August 2004 · 3 yrs 1 mo
State Registrations2 states
FLGA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.