Maria Balkunas is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 16 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
200 S. Biscayne Blvd., Miami, FL, 33131
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Regulatory History (2)
Customer Dispute
June 2026Customer Dispute
July 2019Other Business Activities
Maria owns rental property in Argentina and Miami, Florida, since 2014 and 2021 respectively. She is also a partner in Juvani LLC, a pet grooming business in Weston, Florida, since 2023, dedicating minimal time outside business hours to check signing and fund disbursement.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations8 states
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
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