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Gerardo Olavarrieta

14 Years of Experience
El Paso, TX
Broker

Gerardo Olavarrieta is a registered investment advisor at Morgan Stanley, based in El Paso, TX, with 14 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

303 North Oregon Street, El Paso, TX, 79901

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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

Gerardo owns rental property in El Paso, TX since 2015. This activity is investment-related and requires no time during business hours.

Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Bbva Wealth Solutions INC.
November 2015 - May 2016 · 6 mos
Bbva Securities INC.Broker
May 2013 - May 2016 · 3 yrs
Bbva Compass Investment Solutions, INCBroker
October 2011 - May 2013 · 1 yr 7 mos
State Registrations17 states
AZCACODEFLHIILMDNMNVNYOHPRSDTXUTWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.