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Eduardo Tellez is a registered investment advisor at Morgan Stanley, based in Houston, 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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Regulatory History (1)
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Employment Separation After Allegations
May 2011Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 6 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Vectorglobal Iag, INC.
August 2012 - January 2021 · 8 yrs 5 mos
Vectorglobal Iag, INC.
May 2012 - December 2014 · 2 yrs 7 mos
Vectorglobal WmgBroker
August 2011 - January 2021 · 9 yrs 5 mos
UBS Financial Services INC.
May 2011 - June 2011 · 1 mo
UBS Financial Services INC.Broker
May 2011 - June 2011 · 1 mo
Actinver Wealth Management, INC.
October 2009 - June 2011 · 1 yr 8 mos
Actinver Securities, INC.Broker
January 2009 - June 2011 · 2 yrs 5 mos
State Registrations7 states
AZCADEFLNVNYTX
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.