AP
AP

Alfonsina Perez

11 Years of Experience
New York, NY
Broker

Alfonsina Perez is a registered investment advisor at Morgan Stanley, based in New York, NY, with 11 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

1 New York Plaza, New York, NY, 10004

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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

Alfonsina is the owner of Greek Designz LLC, a custom garment designing business for sororities and fraternities. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 10 yrs 3 mos
Morgan Stanley
April 2016 - Present · 10 yrs 5 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - May 2009 · 1 yr 1 mo
Citicorp Investment ServicesBroker
March 2006 - July 2006 · 4 mos
State Registrations1 state
NY
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.
Alfonsina Perez - Financial Advisor | TrueAdvisor