Carlos Shteremberg is a CFA-designated registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 7 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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Regulatory History
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.
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Carlos is a partner in Kylanos LLC, a rental property business in Miami, Florida, since 2022. He dedicates minimal time outside of business hours to property management.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations30 states
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
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