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Jennifer Sierra is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 22 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
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Financial
April 2016Final
Customer Dispute
November 2015Denied
Other Business Activities
Jennifer is the sole proprietor/owner of Dorian Capital LLC, a retail/online store in Miami, Florida. She spends minimal time on this activity during business hours and about 10-20% of her time after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
UBS Financial Services INC.
March 2010 - June 2013 · 3 yrs 3 mos
UBS Financial Services INC.Broker
January 2010 - June 2013 · 3 yrs 5 mos
UBS International INC.Broker
October 2009 - January 2010 · 3 mos
Stanchart Securities International, INC.Broker
February 2008 - September 2009 · 1 yr 7 mos
Ameriprise Financial Services, INC.Broker
September 2001 - September 2005 · 4 yrs
State Registrations19 states
CACOCTDCDEFLILMAMDNJNVNYPAPRSDTXVirgin IslandsWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.