Jose Moreno
Jose Moreno 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Jose owns rental property in Sanibel, FL, dedicating minimal time after business hours. He also serves on the advisory board of a non-profit in Washington, D.C., spending a few hours per week during business hours and is an investor and officer of Mariposa LLC, an insurance company in Sioux Falls, South Dakota.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations18 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.