Iris Marcovich is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 11 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
101 West Broadway, Suite 1800, San Diego, CA, 92101
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Bbva Wealth Solutions INC.
April 2015 - January 2021 · 5 yrs 9 mos
Bbva Securities INC.Broker
April 2015 - January 2021 · 5 yrs 9 mos
RBC Capital Markets, LLC
January 2015 - February 2015 · 1 mo
RBC Capital Markets, LLCBroker
October 2014 - February 2015 · 4 mos
State Registrations10 states
AZCADEFLNCNVNYSDTXWY
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.