Johanna Robledo 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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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Forem Investments LLC
October 2014 - August 2018 · 3 yrs 10 mos
UBS Financial Services INC.Broker
January 2010 - February 2014 · 4 yrs 1 mo
UBS Financial Services INC.
January 2010 - February 2014 · 4 yrs 1 mo
UBS International INC.
October 2007 - January 2010 · 2 yrs 3 mos
UBS International INC.Broker
August 2006 - January 2010 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - August 2006 · 4 mos
State Registrations14 states
CACTDEFLGANCNVNYOHOKSDTXVirgin IslandsWY
AdvisorBrokerBoth
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
No exam information available for this advisor.