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Gina Rodriguez

16 Years of Experience
Miami, FL
Broker

Gina Rodriguez is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 16 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, PWM - Latin America, Miami, FL, 33131

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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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Other Business Activities

Gina is a partner at Ochoa Investments LLC, a consulting firm in Miami, Florida, since May 2024. She dedicates minimal time to this activity during and after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Barclays Capital INC.
June 2009 - December 2010 · 1 yr 6 mos
Barclays Capital INC.Broker
April 2009 - December 2010 · 1 yr 8 mos
State Registrations22 states
CACOCTDEFLGAILMAMIMONCNJNYOHOKPRSDTXUTVAWIWY
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.
Gina Rodriguez - Financial Advisor | TrueAdvisor