DM
DM

Dilsa Montoya

15 Years of Experience
Miami, FL
Broker

Dilsa Montoya is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 15 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.

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Other Business Activities

Dilsa owns DLUX Perfumes LLC, an online perfume business, since March 2024. The business is non-investment related and currently non-operational.

Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 7 mos
Morgan Stanley
October 2025 - Present · 7 mos
Previous Registrations
Efg Asset Management (americas) CORP.
March 2025 - September 2025 · 6 mos
Efg Capital InternationalBroker
February 2025 - September 2025 · 7 mos
Morgan Stanley
April 2017 - February 2025 · 7 yrs 10 mos
Morgan StanleyBroker
May 2016 - February 2025 · 8 yrs 9 mos
UBS Financial Services INC.Broker
September 2010 - April 2016 · 5 yrs 7 mos
State Registrations22 states
ALCACOCTDEFLGAILMAMDMIMSNVNYOKPASDTXVAVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.