Mariana Bertoldi is a CFP-designated registered investment advisor at Morgan Stanley, based in Miami, FL, with 9 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
200 S. Biscayne Blvd., Miami, FL, 33131
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
November 2018 - July 2022 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2018 - July 2022 · 3 yrs 10 mos
Itau International Securities INC.Broker
June 2018 - August 2018 · 2 mos
Citigroup Global Markets INC.
May 2014 - July 2015 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2014 - July 2015 · 1 yr 4 mos
State Registrations11 states
CADEFLGAMONCNVNYTXVAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.