Beatriz Soler-Balsinde is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 22 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Beatriz owns rental properties in Doral and Key Biscayne, Florida, since 2023. These real estate activities are investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
UBS International INC.
UBS International INC.Broker
Dresdner Lateinamerika Financial Advisors LLC
Dresdner Lateinamerika Financial Advisors LLCBroker
State Registrations6 states
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