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Guilherme Aragao

19 Years of Experience
Miami, FL
Broker

Guilherme Aragao is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 19 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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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
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
UBS Financial Services INC.Broker
January 2010 - October 2012 · 2 yrs 9 mos
UBS International INC.Broker
November 2006 - January 2010 · 3 yrs 2 mos
State Registrations29 states
ALAZCACOCTDCDEFLGAHIILKYMAMDMIMONCNJNVNYOHORPAPRSDTXUTVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Guilherme Aragao - Financial Advisor | TrueAdvisor