AF
AF

Andres Fallon

16 Years of Experience
Plantation, FL
Broker

Andres Fallon is a registered investment advisor at Morgan Stanley, based in Plantation, 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

1200 South Pine Island Road, Suite 800, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andres is an employee and advisory board member at Cooper City Health, a hospital/healthcare organization, since April 2021. He spends about 10-20% of his time on administrative and business development/growth activities after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Hsbc Securities (USA) INC.Broker
December 2009 - April 2017 · 7 yrs 4 mos
State Registrations13 states
CADEFLNCNJNYORSCTXVAVirgin IslandsWIWY
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.
Andres Fallon - Financial Advisor | TrueAdvisor