RR
RR

Ricardo Rojas

17 Years of Experience
Miami, FL
Broker

Ricardo Rojas is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 17 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
Loading...

Location

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Other Business Activities

Ricardo owns multiple rental properties in Miami, Florida, since 2010 and 2015, acting as a landlord. He is also involved with RR Investment Acquisitions LLC, a real estate company, since March 2020.

Employment History
Current Registrations
Morgan Stanley
September 2018 - Present · 7 yrs 8 mos
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Previous Registrations
Efg Capital InternationalBroker
June 2007 - June 2017 · 10 yrs
State Registrations43 states
ALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMNMTNCNENHNJNVNYOHOKORPAPRSCSDTNTXUTVAVTVirgin IslandsWAWIWY
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.
Ricardo Rojas - Financial Advisor | TrueAdvisor