DM
DM

Diego Macedo

24 Years of Experience
San Diego, CA
Broker

Diego Macedo is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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

101 West Broadway, Suite 1800, San Diego, CA, 92101

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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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Other Business Activities

Diego owns rental property in Solana Beach, CA, since May 2019. This activity is investment-related and requires minimal time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - June 2016 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - June 2016 · 11 yrs
Vanguard CapitalBroker
October 2001 - June 2005 · 3 yrs 8 mos
State Registrations9 states
AZCADEFLMANVNYOKTX
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.
Diego Macedo - Financial Advisor | TrueAdvisor