RD
RD

Ricardo Desoto

12 Years of Experience
Charlotte, NC
1 DisclosureBroker

Ricardo Desoto is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, 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

6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211

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History

Regulatory History (1)
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Customer Dispute
March 2023
Denied
Other Business Activities

Ricardo is an employee at Lat Purser & Associates, a commercial real estate firm, and a partner at The White Buffalo LLC, a real estate company, since 2013. He is also a board member for a kids and athletics organization since August 2023, dedicating minimal time to each activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs 2 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs 2 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.