Agustin Elias is a registered investment advisor at Morgan Stanley, based in Tucson, AZ, 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
7175 North Pima Canyon Drive, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2009Closed-No Action
Other 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
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - March 2021 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2011 - March 2021 · 10 yrs 2 mos
Wells Fargo Investments, LLC
September 2002 - January 2011 · 8 yrs 4 mos
Wells Fargo Investments, LLCBroker
August 2002 - January 2011 · 8 yrs 5 mos
American Express Financial Advisors INC.Broker
June 2002 - August 2002 · 2 mos
Ids Life Insurance CompanyBroker
June 2002 - August 2002 · 2 mos
State Registrations11 states
AZCACODEFLGAKYMANCTXWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.