Ricardo Santamaria is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
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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 StanleyBroker
December 2023 - Present · 2 yrs 7 mos
Morgan Stanley
December 2023 - Present · 2 yrs 7 mos
Previous Registrations
Bancwest Investment Services, INC. (bwis)
March 2019 - August 2023 · 4 yrs 5 mos
Bancwest Investment Services, INC.Broker
March 2019 - August 2023 · 4 yrs 5 mos
Morgan Stanley
May 2011 - February 2019 · 7 yrs 9 mos
Morgan StanleyBroker
June 2009 - February 2019 · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
June 2004 - June 2009 · 5 yrs
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.