Manuel Loureiro is a registered investment advisor at Morgan Stanley, based in Providence, RI, with 10 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
One Financial Plaza, 19th Floor, Providence, RI, 02903
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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 Stanley
October 2020 - Present · 5 yrs 7 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2018 - November 2020 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLC
May 2018 - November 2020 · 2 yrs 6 mos
Citizens Securities, INC.
November 2016 - May 2018 · 1 yr 6 mos
Citizens Securities, INC.Broker
November 2016 - May 2018 · 1 yr 6 mos
Citizens Securities, INC.
January 2016 - May 2016 · 4 mos
Citizens Securities, INC.
November 2015 - November 2015 · 0 mos
Citizens Securities, INC.Broker
November 2015 - May 2016 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - August 2014 · 2 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.