FL
FL

Francisco Larrea

15 Years of Experience
Miami, FL
Broker

Francisco Larrea is a registered investment advisor at Morgan Stanley, based in Miami, 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

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Francisco owns multiple real estate properties, including XPLL LLC, FXPLL LLC, a rental property in Kissimmee, and his own apartment in Miami. He spends minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
July 2011 - March 2022 · 10 yrs 8 mos
Citigroup Global Markets INC.Broker
January 2011 - March 2022 · 11 yrs 2 mos
State Registrations22 states
AZCACOCTDEFLGAILMNNCNJNVNYPASCSDTNTXUTVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Francisco Larrea - Financial Advisor | TrueAdvisor