Agustin Elias is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, with 24 years of industry experience. Agustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
7175 North Pima Canyon Drive, Tucson, AZ, 85718
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Agustin has a 33.33% ownership stake in Rancho Los Po, a cattle ranch in Cananea Sonora, Mexico, since 2012. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 states
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.
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