RH
RH
Renata Hernandez
23 Years of Experience
St. Augustine, FL
1 DisclosureBroker
Renata Hernandez is a registered investment advisor at Morgan Stanley, based in St. Augustine, 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
St. Augustine, FL
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Regulatory History (1)
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Financial
September 2017Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
UBS Financial Services INC.
December 2006 - November 2008 · 1 yr 11 mos
UBS Financial Services INC.Broker
October 2005 - November 2008 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
September 2004 - October 2005 · 1 yr 1 mo
Putnam Retail Management Limited PartnershipBroker
October 2002 - May 2004 · 1 yr 7 mos
State Registrations43 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENJNMNVNYOHOKORPASCTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.