Lilly Castro is a registered investment advisor at Morgan Stanley, based in El Paso, TX, 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
303 North Oregon Street, El Paso, TX, 79901
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Regulatory History (1)
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Customer Dispute
July 2022Denied
Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - May 2016 · 3 yrs
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
July 2008 - July 2009 · 1 yr
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.