RM
RM

Ricardo Milan

23 Years of Experience
Miami, FL
Broker

Ricardo Milan is a registered investment advisor at Morgan Stanley, based in Miami, 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

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

Ricardo owns Zapallar Investments LLC, created for personal real estate investments, and collects rent from two apartments. He also owns multiple rental properties in Miami, dedicating minimal time outside business hours to these activities.

Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Credit Suisse Securities (USA) LLC
August 2011 - May 2016 · 4 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
February 2011 - May 2016 · 5 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2008 - February 2011 · 2 yrs 4 mos
J.P. Morgan Securities INC.Broker
August 2002 - October 2008 · 6 yrs 2 mos
State Registrations23 states
CACODEFLGAILKSMAMDMEMONCNJNVNYOHPAPRSDTXVAVirgin IslandsWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Ricardo Milan - Financial Advisor | TrueAdvisor