Carmen Acevedo is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 18 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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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
March 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2019 - March 2020 · 7 mos
J.P. Morgan Securities LLCBroker
August 2019 - March 2020 · 7 mos
Citigroup Global Markets INC.
February 2013 - May 2019 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
October 2010 - May 2019 · 8 yrs 7 mos
Citi International Financial Services LLCBroker
October 2006 - July 2010 · 3 yrs 9 mos
State Registrations18 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.