AS
AS

Amanda Soltero

12 Years of Experience
Miami, FL
Broker

Amanda Soltero is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 12 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, PWM - Latin America, Miami, FL, 33131

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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

Amanda owns rental real estate property in Puerto Rico since 2022. She spends minimal time on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 11 yrs 2 mos
Morgan Stanley
October 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
October 2014 - Present · 11 yrs 11 mos
Previous Registrations
Citi International Financial Services LLCBroker
January 2014 - September 2014 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.