Genna Trinidad is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 15 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
Loading...
Location
680 West 10000 South, South Jordan, UT, 84095
Get directionsHistory
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
September 2023 - Present · 3 yrs
Morgan StanleyBroker
September 2023 - Present · 3 yrs
Previous Registrations
E*trade Capital Management, LLC
June 2017 - September 2023 · 6 yrs 3 mos
E*trade Securities LLCBroker
June 2017 - September 2023 · 6 yrs 3 mos
Morgan Stanley
March 2015 - June 2017 · 2 yrs 3 mos
Morgan StanleyBroker
February 2015 - June 2017 · 2 yrs 4 mos
Directed Services LLCBroker
May 2013 - February 2014 · 9 mos
E*trade Securities LLCBroker
March 2009 - August 2012 · 3 yrs 5 mos
State Registrations1 state
UT
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.