AM
CFP
AM
CFP

Ana Munro

15 Years of Experience
Marco Island, FL
Broker

Ana Munro is a CFP-designated registered investment advisor at Morgan Stanley, based in Marco Island, FL, 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
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Location

928 North Collier Boulevard, 3rd Floor, Marco Island, FL, 34145

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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

Ana owns multiple rental properties in Naples, Florida, since January 2021. She spends minimal time on property management, such as signing leases.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.
April 2013 - August 2021 · 8 yrs 4 mos
Fifth Third Securities, INC.Broker
April 2010 - August 2021 · 11 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.