Juan Conway 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
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
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Regulatory History (1)
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Customer Dispute
August 2010Denied
Other Business Activities
Juan is the VP of "la donna delle cornici", a framing gallery, since May 2019. He is also a director for two art/culture businesses, "TBD" and "Framing Reflexions", dedicating a few hours per week to each.
Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
Citigroup Global Markets INC.
May 2007 - May 2017 · 10 yrs
Citigroup Global Markets INC.Broker
May 2007 - May 2017 · 10 yrs
Citicorp Investment Services
July 2004 - May 2007 · 2 yrs 10 mos
Citicorp Investment ServicesBroker
February 2003 - May 2007 · 4 yrs 3 mos
State Registrations19 states
CADEFLGAILMNNCNJNYPAPRSDTNTXUTVAVirgin IslandsWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.