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Monica Logrono

13 Years of Experience
Miami, FL
Broker

Monica Logrono is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 13 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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History

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.

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Employment History
Current Registrations
Morgan Stanley
June 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2011 - March 2015 · 3 yrs 8 mos
Santander SecuritiesBroker
January 2011 - June 2011 · 5 mos
State Registrations28 states
AZCADCDEFLGAIAIDILKSLAMAMDMIMONCNJNVNYOHPAPRSCTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Monica Logrono - Financial Advisor | TrueAdvisor