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Anthony Esguerra

20 Years of Experience
Peoria, AZ
Broker

Anthony Esguerra is a registered investment advisor at Morgan Stanley, based in Peoria, AZ, 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

16155 North 83rd Avenue, Suite 100, Peoria, AZ, 85382

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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

Anthony is the sole proprietor/owner of AJ Capital LLC, involved in retail/online stores, dedicating about 10-20% of his time after business hours. He is also a partner in SLE MED SPA PLLC, a healthcare business, spending a few hours per week after business hours, and a certified pickleball coach, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
October 2012 - Present · 13 yrs 7 mos
Morgan StanleyBroker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - October 2012 · 1 yr 9 mos
Wells Fargo Advisors, LLC
January 2011 - October 2012 · 1 yr 9 mos
Wells Fargo Investments, LLC
March 2008 - January 2011 · 2 yrs 10 mos
Wells Fargo Investments, LLCBroker
January 2008 - January 2011 · 3 yrs
Edward JonesBroker
May 2005 - February 2008 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anthony Esguerra - Financial Advisor | TrueAdvisor