GC
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Gustavo Cecchi

21 Years of Experience
Aventura, FL
Broker

Gustavo Cecchi is a registered investment advisor at Morgan Stanley, based in Aventura, 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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History

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.

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Employment History
Current Registrations
Morgan Stanley
June 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
June 2017 - Present · 9 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.
January 2010 - July 2017 · 7 yrs 6 mos
Hsbc Securities (USA) INC.Broker
August 2006 - July 2017 · 10 yrs 11 mos
Citicorp Investment ServicesBroker
July 2005 - August 2006 · 1 yr 1 mo
Atlas One Financial Group, LLCBroker
January 2005 - July 2005 · 6 mos
Citicorp Investment ServicesBroker
October 2004 - January 2005 · 3 mos
State Registrations7 states
CACTDEFLNCNYTX
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.
Gustavo Cecchi - Financial Advisor | TrueAdvisor