SP
SP

Solaria Perez-Stepanov

15 Years of Experience
Menlo Park, CA
Broker

Solaria Perez-Stepanov is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 15 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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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

Solaria owns a video production business, Solaria TV, dedicating minimal time to it during non-trading hours.

Employment History
Current Registrations
Morgan Stanley
July 2010 - Present · 16 yrs
Morgan Stanley
June 2010 - Present · 16 yrs 1 mo
Morgan StanleyBroker
June 2010 - Present · 16 yrs 1 mo
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.