EV
EV
Eduardo Valadao
13 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Eduardo Valadao is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 13 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2016Denied
Other Business Activities
Eduardo owns and manages multiple rental properties in Florida, dedicating minimal time to each per month. He is also a board member and CFO of Triumph Sports Foundation, spending minimal time on business development and growth.
Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
May 2013 - January 2022 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
December 2012 - January 2022 · 9 yrs 1 mo
State Registrations20 states
AZCACOCTDCDEFLGAIAMAMDMINJNVNYOHTNTXUTWA
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.