Elsa Muniz is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 24 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
LPL Financial CorporationBroker
September 2002 - March 2008 · 5 yrs 6 mos
UBS Painewebber INC.Broker
November 2001 - August 2002 · 9 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAIAIDILKSLAMAMDMIMNMOMSMTNCNJNMNVNYOKORPAPRRISCSDTXUTVAVTWIWY
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.