LV
LV
Lilia Vesterlund
23 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Lilia Vesterlund is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 23 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Settled
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
June 2016 - Present · 10 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.
July 2006 - June 2016 · 9 yrs 11 mos
Hsbc Securities (USA) INC.Broker
October 2005 - June 2016 · 10 yrs 8 mos
Wachovia Securities, LLCBroker
November 2002 - August 2005 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.