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Opeoluwa Afe

17 Years of Experience
Bethesda, MD
Broker

Opeoluwa Afe is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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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

Opeoluwa owns rental real estate in Columbia, Maryland since 2019, dedicating minimal time outside of business hours to accounting and bookkeeping. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
April 2018 - July 2023 · 5 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
April 2018 - July 2023 · 5 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2016 - February 2018 · 1 yr 11 mos
Advice and Planning Services
March 2016 - February 2018 · 1 yr 11 mos
Suntrust Investment Services, INC.
November 2013 - March 2016 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
November 2013 - March 2016 · 2 yrs 4 mos
PNC Investments
November 2012 - November 2013 · 1 yr
PNC InvestmentsBroker
November 2012 - November 2013 · 1 yr
Wells Fargo Advisors, LLC
August 2007 - May 2012 · 4 yrs 9 mos
Wells Fargo Advisors, LLCBroker
March 2007 - May 2012 · 5 yrs 2 mos
State Registrations3 states
DCMDVA
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.
Opeoluwa Afe - Financial Advisor | TrueAdvisor