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Constanza Camacho

20 Years of Experience
Coral Gables, FL
Broker

Constanza Camacho is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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History

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.

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Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
August 2012 - July 2020 · 7 yrs 11 mos
UBS Financial Services INC.Broker
August 2012 - July 2020 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - September 2012 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - September 2012 · 6 yrs 9 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Constanza Camacho - Financial Advisor | TrueAdvisor