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Dina Fernandes
6 Years of Experience
Laguna Niguel, CA
2 DisclosuresBroker
Dina Fernandes is a registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 6 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
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
Get directionsHistory
Regulatory History (2)
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Financial
November 2017Final
Financial
June 2017Final
Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
State Registrations42 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.