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Gerardo Avitia

17 Years of Experience
Aventura, FL
Broker

Gerardo Avitia is a registered investment advisor at Morgan Stanley, based in Aventura, 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

20807 Biscayne Boulevard, 5th&6th Floor, Aventura, FL, 33180

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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

Gerardo owns rental property in Perris, CA since 2012, dedicating minimal time. He is also the sole proprietor/owner of Goldstreet Collective LLC, a real estate business in Miami, Florida, spending a few hours per week on business development and growth.

Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2019 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2019 · 8 yrs 9 mos
Wells Fargo Investments, LLC
October 2008 - January 2011 · 2 yrs 3 mos
Wells Fargo Investments, LLCBroker
August 2008 - January 2011 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gerardo Avitia - Financial Advisor | TrueAdvisor