Leticia Teixeira is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Insigneo Advisory Services, LLC
January 2020 - December 2020 · 11 mos
Insigneo Securities, LLCBroker
November 2019 - December 2020 · 1 yr 1 mo
UBS Financial Services INC.
April 2016 - August 2019 · 3 yrs 4 mos
UBS Financial Services INC.Broker
April 2016 - August 2019 · 3 yrs 4 mos
Itau International Securities INC.Broker
November 2013 - March 2016 · 2 yrs 4 mos
RBC Capital Markets, LLC
March 2012 - December 2013 · 1 yr 9 mos
RBC Capital Markets, LLCBroker
January 2012 - December 2013 · 1 yr 11 mos
State Registrations2 states
FLGA
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.