Maria Balkunas 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 S. Biscayne Blvd., Miami, FL, 33131
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Regulatory History (1)
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Customer Dispute
July 2019Denied
Other 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
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2014 - May 2021 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2010 - May 2021 · 11 yrs 3 mos
State Registrations8 states
AZDEFLGANYSDTXWY
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.