Olga Lopez is a registered investment advisor at Morgan Stanley, based in New York, NY, with 18 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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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 Stanley
June 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Bolton Global Asset Management
October 2017 - May 2018 · 7 mos
Bolton Global CapitalBroker
August 2017 - May 2018 · 9 mos
Bolton Securities CorporationBroker
August 2017 - January 2018 · 5 mos
Bolton Global Asset Management
August 2017 - September 2017 · 1 mo
Morgan Stanley
December 2014 - August 2017 · 2 yrs 8 mos
Morgan StanleyBroker
December 2014 - August 2017 · 2 yrs 8 mos
Wells Fargo Advisors, LLC
November 2009 - December 2014 · 5 yrs 1 mo
Wells Fargo Advisors, LLCBroker
August 2009 - December 2014 · 5 yrs 4 mos
UBS International INC.Broker
November 2007 - January 2009 · 1 yr 2 mos
Chicago Investment Group, LLCBroker
November 2006 - October 2007 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.