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Carlo Valerio

22 Years of Experience
El Paso, TX
Broker

Carlo Valerio is a registered investment advisor at Morgan Stanley, based in El Paso, TX, 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
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

303 North Oregon Street, El Paso, TX, 79901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Carlo is part owner of Avance Alimentos, a food production and distribution company in Mexico, and Rukis Enterprises Inc, a restaurant/bar/nightclub. He dedicates minimal time outside business hours to these ventures.

Employment History
Current Registrations
Morgan StanleyBroker
December 2019 - Present · 6 yrs 7 mos
Morgan Stanley
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - December 2019 · 9 yrs 11 mos
UBS Financial Services INC.
January 2010 - December 2019 · 9 yrs 11 mos
UBS International INC.
December 2008 - January 2010 · 1 yr 1 mo
UBS International INC.Broker
November 2008 - January 2010 · 1 yr 2 mos
Bbva Investments INC.Broker
May 2003 - November 2008 · 5 yrs 6 mos
State Registrations15 states
ARCACODCDEFLIAMDMTNJNYSDTXUTWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.