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Raul Lacayo

17 Years of Experience
Miami, FL
Broker

Raul Lacayo 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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Raul is the owner of Tortuga Ventures LLC, involved in real estate investments, and an officer of Dent Holdings LLC, which owns rental property. He is also a registered agent for Mombacho Gold, a honey business in Nicaragua, but this activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
Credit Suisse Securities (USA) LLC
December 2008 - May 2016 · 7 yrs 5 mos
Credit Suisse Securities (USA) LLCBroker
October 2008 - May 2016 · 7 yrs 7 mos
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.