Isidro Ferrer is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 21 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
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2016Denied
Other Business Activities
Isidro is a Member/Director of Ferrod Investments LLC since April 2014, focusing on investment decisions and advice. He dedicates minimal time to this activity during and after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2013 - June 2021 · 7 yrs 9 mos
UBS Financial Services INC.
September 2012 - September 2013 · 1 yr
UBS Financial Services INC.Broker
July 2012 - September 2013 · 1 yr 2 mos
Rothschild INC.Broker
August 2009 - July 2012 · 2 yrs 11 mos
Rothschild INC.Broker
July 2008 - August 2008 · 1 mo
UBS International INC.
May 2004 - September 2007 · 3 yrs 4 mos
UBS International INC.Broker
January 2003 - September 2007 · 4 yrs 8 mos
State Registrations23 states
AZCACOCTDCDEFLGAILMAMINJNVNYOHPRRITNTXVAVTWAWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.