AO
AO

Antonio Orendain

12 Years of Experience
Houston, TX
Broker

Antonio Orendain is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Antonio is a partner at La Caminera Andalusians LLC, an agriculture business in Katy, Texas, since January 2022. He dedicates about 10-20% of his time to this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2015 - April 2016 · 10 mos
Bbva Securities INC.Broker
May 2013 - November 2014 · 1 yr 6 mos
Bbva Compass Investment Solutions, INCBroker
May 2013 - May 2013 · 0 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Antonio Orendain - Financial Advisor | TrueAdvisor