Andrea Zaremba is a registered investment advisor at Morgan Stanley, based in Coral Gables, 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
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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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
August 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Citigroup Global Markets INC.
May 2019 - April 2024 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2019 - April 2024 · 4 yrs 11 mos
Citi Private Alternatives, LLCBroker
May 2019 - April 2024 · 4 yrs 11 mos
Morgan StanleyBroker
April 2016 - April 2019 · 3 yrs
Morgan Stanley
April 2016 - April 2019 · 3 yrs
Credit Suisse Securities (USA) LLC
March 2010 - April 2016 · 6 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
February 2010 - April 2016 · 6 yrs 2 mos
Citigroup Global Markets INC.
May 2007 - March 2010 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2010 · 2 yrs 10 mos
Citicorp Investment Services
January 2007 - May 2007 · 4 mos
Citicorp Investment ServicesBroker
October 2006 - May 2007 · 7 mos
State Registrations29 states
ARAZCACODEFLGAIDILINMAMDMIMNMSNCNJNVNYOHPAPRSCSDTNTXVAVirgin IslandsWY
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.