JA
JA

Johan Agredo

9 Years of Experience
Miami, FL
Broker

Johan Agredo is a 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
Loading...

Location

200 S. Biscayne Blvd., Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Other Business Activities

Johan is a board member and founder of a non-profit organization in Long Island City, New York, since September 2022. He dedicates minimal time after business hours to administrative tasks, business development, check signing, fundraising, investment decisions, and marketing.

Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
August 2016 - Present · 9 yrs 9 mos
State Registrations17 states
AZCACOCTDEFLGAMAMEMONHNJNYPASDTXWY
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.