RD
RD

Ricardo Delgado

19 Years of Experience
Tampa, FL
Broker

Ricardo Delgado is a registered investment advisor at Morgan Stanley, based in Tampa, 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

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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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

Ricardo is a musician in a band since 2008. This takes a few hours per week and does not occur during securities trading hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
E*trade Capital Management, LLC
April 2023 - September 2023 · 5 mos
E*trade Securities LLCBroker
April 2023 - September 2023 · 5 mos
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
April 2008 - June 2009 · 1 yr 2 mos
E*trade Securities LLCBroker
July 2006 - December 2007 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.