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Sergio Baviera

8 Years of Experience
Miami, FL
Broker

Sergio Baviera is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 8 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, 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

Sergio is a partner at CW Holdings S.A. since 2006 and owner at Los socios de por vida EDSE S.A. since 2009, both holding real estate assets and investments. He is also a board member and on the finance committee for Nutrivida Foundation, a health and welfare organization in Costa Rica, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 2 mos
Morgan StanleyBroker
February 2018 - Present · 8 yrs 3 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sergio Baviera - Financial Advisor | TrueAdvisor