Mario Chavez is a registered investment advisor at Morgan Stanley, based in El Paso, TX, 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
303 North Oregon Street, El Paso, TX, 79901
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Regulatory History (3)
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Customer Dispute
March 2018Denied
Customer Dispute
July 2015Denied
Customer Dispute
November 2013Closed-No Action
Other Business Activities
Mario is a sole proprietor/owner of a rental property in El Paso, Texas, since April 2025. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Morgan Stanley
April 2016 - May 2016 · 1 mo
Bbva Securities INC.Broker
May 2013 - May 2016 · 3 yrs
Bbva Wealth Solutions INC.
October 2010 - May 2016 · 5 yrs 7 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
November 2009 - March 2010 · 4 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
August 2006 - July 2009 · 2 yrs 11 mos
State Registrations15 states
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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.