Albert Chavez is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, 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
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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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
February 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Strategic Advisers, INC.
November 2009 - February 2016 · 6 yrs 3 mos
Fidelity Brokerage Services LLCBroker
February 2008 - February 2016 · 8 yrs
Fidelity Investments Institutional Services Company, INC.Broker
November 2006 - November 2007 · 1 yr
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.