Rodrigo Villarreal is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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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 StanleyBroker
May 2016 - Present · 10 yrs
Morgan Stanley
May 2016 - Present · 10 yrs
Previous Registrations
Credit Suisse Securities (USA) LLC
August 2012 - May 2016 · 3 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
June 2012 - May 2016 · 3 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2008 - July 2012 · 3 yrs 9 mos
J.P. Morgan Securities INC.Broker
August 2007 - October 2008 · 1 yr 2 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.