MC
MC

Maria Cardenas

20 Years of Experience
Coral Gables, FL
Broker

Maria Cardenas 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.

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Other Business Activities

Maria owns multiple residential properties in Miami, Florida, since 2009, 2011 and 2018. These activities are investment-related and require minimal time.

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.
October 2010 - July 2020 · 9 yrs 9 mos
UBS Financial Services INC.Broker
October 2010 - July 2020 · 9 yrs 9 mos
Mercantil Commercebank Investement Services, INC.
May 2007 - October 2010 · 3 yrs 5 mos
Mercantil Commercebank Investment ServicesBroker
November 2005 - October 2010 · 4 yrs 11 mos
State Registrations6 states
CAFLILMANYTX
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.
Maria Cardenas - Financial Advisor | TrueAdvisor