Nelson Portobanco is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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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 Stanley
April 2016 - Present · 10 yrs 3 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
Hb Asset Management, L.C.
June 2014 - April 2016 · 1 yr 10 mos
Global Investor Services, L.C.Broker
April 2014 - April 2016 · 2 yrs
Morgan Stanley
July 2013 - April 2014 · 9 mos
Morgan StanleyBroker
July 2013 - April 2014 · 9 mos
Raymond James & Associates, INC.
December 2012 - July 2013 · 7 mos
Raymond James & Associates, INC.Broker
November 2012 - July 2013 · 8 mos
Morgan Keegan & Company, INC.
October 2011 - March 2013 · 1 yr 5 mos
Morgan Keegan & Company, INC.Broker
October 2009 - March 2013 · 3 yrs 5 mos
Colonial Brokerage, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.