Victor Palafox is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 22 years of industry experience. Victor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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Regulatory History (1)
Customer Dispute
February 2019Other Business Activities
Victor is a sole proprietor/owner/partner of real estate in Conjunto Miyana, Mexico since 2017. He also invests in Flexstation through Alta Capital Fund LLC, dedicating minimal time outside business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations52 states
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
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