AP
AP

Aluizio Pacheco

23 Years of Experience
Miami, FL
Broker

Aluizio Pacheco is a registered investment advisor at Morgan Stanley, based in Miami, 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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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Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - May 2021 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - May 2021 · 4 yrs 9 mos
Morgan StanleyBroker
June 2009 - August 2016 · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
July 2004 - June 2009 · 4 yrs 11 mos
Safra Securities CorporationBroker
November 2002 - July 2004 · 1 yr 8 mos
State Registrations18 states
AZCACOCTDEFLGAILMANJNVNYOKORPASDVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Aluizio Pacheco - Financial Advisor | TrueAdvisor