Iliana Grozdeva is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
1801 North Military Trail, Suite 300, Boca Raton, FL, 33431
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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 StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - June 2023 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - June 2023 · 2 yrs
UBS Financial Services INC.
March 2020 - June 2021 · 1 yr 3 mos
UBS Financial Services INC.Broker
March 2020 - June 2021 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2015 - October 2019 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - October 2019 · 5 yrs 1 mo
LPL Financial LLCBroker
January 2012 - September 2012 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.