Bladimir Marquez is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2725 Sand Hill Road, Menlo Park, CA, 94025
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
December 2005 - January 2023 · 17 yrs 1 mo
Mclaughlin, Piven, Vogel Securities, INC.Broker
April 2004 - November 2005 · 1 yr 7 mos
State Registrations53 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.