Franklin Portillo is a CFP-designated registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 19 years of industry experience. Franklin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
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Regulatory History
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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Franklin is a board member for FPA Hawaii, an organization that educates financial advisors. He spends minimal time on this activity, both during and after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Bankoh Advisors
Bankoh Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Bankoh Advisors
Bankoh Investment Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations30 states
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
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