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Roselin Espinal

20 Years of Experience
New York, NY
Broker

Roselin Espinal is a registered investment advisor at Morgan Stanley, based in New York, NY, with 20 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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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

Roselin is the board co-chair of The American Dream School, a charter school, since January 2015. She is also a board member of Lyceum Charter School since August 2021, spending minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
September 2008 - March 2016 · 7 yrs 6 mos
Credit Suisse Securities (USA) LLC
September 2008 - March 2016 · 7 yrs 6 mos
Lehman Brothers INC.
April 2008 - September 2008 · 5 mos
Lehman Brothers INC.Broker
November 2006 - September 2008 · 1 yr 10 mos
J.P. Morgan Securities INC.Broker
January 2006 - November 2006 · 10 mos
State Registrations27 states
AKAZCACTDCDEFLIAILINMAMDNCNJNVNYOHPARISCSDTNTXVAVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Roselin Espinal - Financial Advisor | TrueAdvisor