Tais Oro is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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Regulatory History (1)
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Financial
February 2026Final
Employment History
Current Registrations
Morgan Stanley
February 2023 - Present · 3 yrs 5 mos
Morgan StanleyBroker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
October 2021 - February 2023 · 1 yr 4 mos
UBS Financial Services INC.Broker
January 2010 - February 2023 · 13 yrs 1 mo
UBS International INC.Broker
February 2009 - January 2010 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.