GA
GA
Gabriel Aguirre
24 Years of Experience
Palm Desert, CA
1 DisclosureBroker
Gabriel Aguirre is a registered investment advisor at Morgan Stanley, based in Palm Desert, 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
Loading...
Location
74199 El Paseo, Suite 201, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011Denied
Other Business Activities
Gabriel is an officer of Desert 2 Beach, LLC, a rental property business in Palm Desert, California, since 2013. He spends minimal time on administrative tasks related to this activity.
Employment History
Current Registrations
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
RBC Capital Markets, LLC
August 2011 - September 2023 · 12 yrs 1 mo
RBC Capital Markets, LLCBroker
August 2011 - September 2023 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2011 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2011 · 1 yr 10 mos
Banc of America Investment Services, INC.
August 2003 - October 2009 · 6 yrs 2 mos
Banc of America Investment Services, INC.Broker
October 2001 - October 2009 · 8 yrs
State Registrations41 states
AKALAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHORPARISDTNTXUTVAWAWV
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.