EC
EC

Eduardo Castro

22 Years of Experience
Miami, FL
Broker

Eduardo Castro is a registered investment advisor at Morgan Stanley, based in Miami, 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
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 S. Biscayne Blvd., Miami, FL, 33131

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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

Eduardo owns multiple rental properties in Florida and Colombia, and is involved with real estate ventures. He also serves as a board member for the Colombian American Chamber of Commerce and the Strength and Faith Foundation, dedicating minimal time to these activities outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2016 - September 2021 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
November 2016 - September 2021 · 4 yrs 10 mos
Deutsche Bank Securities INC.Broker
July 2003 - November 2016 · 13 yrs 4 mos
State Registrations13 states
CADCDEFLGAMAMDMNNVNYTXVirgin IslandsWY
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.