RD
RD

Ramon Delgadillo

13 Years of Experience
Scottsdale, AZ
Broker

Ramon Delgadillo is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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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

Ramon is involved in several outside business activities, including real estate management through 1731 W Flower LLC and 4142 North Tenth Place, LLC, and media production through M A L O O T T O, LLC. He also owns Green Jacket Media LLC, a defunct media production company.

Employment History
Current Registrations
Morgan Stanley
November 2022 - Present · 3 yrs 6 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2018 - October 2022 · 4 yrs 1 mo
J.P. Morgan Securities LLCBroker
November 2012 - October 2022 · 9 yrs 11 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.