AJ
AJ

Arnoldo Marin

21 Years of Experience
Aventura, FL
Broker

Arnoldo Marin is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 21 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Hapoalim Securities USA, INC.Broker
May 2010 - April 2014 · 3 yrs 11 mos
Hapoalim Securities USA, INC.Broker
January 2007 - December 2008 · 1 yr 11 mos
Signature SecuritiesBroker
October 2001 - April 2005 · 3 yrs 6 mos
State Registrations24 states
AZCACOCTDCDEFLGAHIINKYMAMDMIMONJNVNYPASDTXVAWAWY
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.
Arnoldo Marin - Financial Advisor | TrueAdvisor