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Gustavo Cubas

18 Years of Experience
Coral Gables, FL
Broker

Gustavo Cubas is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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
March 2021 - Present · 5 yrs 2 mos
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2015 - March 2021 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2015 - March 2021 · 5 yrs 6 mos
UBS Financial Services INC.
January 2010 - October 2015 · 5 yrs 9 mos
UBS Financial Services INC.Broker
January 2010 - October 2015 · 5 yrs 9 mos
UBS International INC.
March 2009 - January 2010 · 10 mos
UBS International INC.Broker
November 2007 - January 2010 · 2 yrs 2 mos
State Registrations4 states
CADEFLNY
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.
Gustavo Cubas - Financial Advisor | TrueAdvisor