Breno Vilete is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 11 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
Two Jericho Plaza, Jericho, NY, 11753
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Santander Securities
March 2021 - June 2022 · 1 yr 3 mos
Santander Securities LLCBroker
March 2021 - June 2022 · 1 yr 3 mos
Santander Securities
January 2020 - December 2020 · 11 mos
Santander Securities LLCBroker
January 2020 - December 2020 · 11 mos
Wells Fargo Clearing Services, LLC
December 2019 - January 2020 · 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2019 - January 2020 · 1 mo
UBS Financial Services INC.
May 2018 - June 2019 · 1 yr 1 mo
UBS Financial Services INC.Broker
May 2018 - June 2019 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
October 2016 - May 2018 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - May 2018 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
September 2011 - December 2011 · 3 mos
State Registrations1 state
NY
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.