MP
MP

Maria Palma

13 Years of Experience
Coral Gables, FL
Broker

Maria Palma is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 13 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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

Maria is a board member at Kota Alliance, an organization focused on individual rights and liberties, since 2019. She spends a few hours per week on fundraising and business development for them.

Employment History
Current Registrations
Morgan Stanley
September 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2012 - September 2016 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - September 2016 · 4 yrs
State Registrations23 states
ALCACOCTDCDEFLLAMDNJNVNYOHPAPRSDTNTXVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.