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Andres Echeverri

15 Years of Experience
Coral Gables, FL
Broker

Andres Echeverri is a registered investment advisor at Morgan Stanley, based in Coral Gables, 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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 a sole proprietor/owner/partner of Phoenix Investments Group, LLC, a real estate holding company, since 2014. This activity is investment-related and does not require any time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - May 2016 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - May 2016 · 5 yrs 7 mos
State Registrations14 states
AZCADEFLGAIALANCNJNYPATXVAWY
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 Echeverri - Financial Advisor | TrueAdvisor