AP
AP

Andrea Pineda

9 Years of Experience
Aventura, FL
Broker

Andrea Pineda is a registered investment advisor at Morgan Stanley, based in Aventura, FL, with 9 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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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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Other Business Activities

Andrea is a sole proprietor/owner of a pet sitting business in Fort Lauderdale, Florida, since September 2022. This activity takes about half of her time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
PNC Investments
September 2021 - June 2022 · 9 mos
PNC InvestmentsBroker
September 2021 - June 2022 · 9 mos
PNC Managed Account Solutions, INC.
November 2018 - September 2021 · 2 yrs 10 mos
Bbva Securities INC.Broker
November 2018 - September 2021 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - June 2018 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2016 - June 2018 · 2 yrs 4 mos
UBS Financial Services INC.Broker
July 2015 - December 2015 · 5 mos
State Registrations25 states
AZCACOCTDCDEFLGAILLAMAMDMEMINJNVNYOHPAPRSCSDTXVirgin IslandsWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrea Pineda - Financial Advisor | TrueAdvisor