AF
CFP
AF
CFP

Andrew Figueroa

10 Years of Experience
Tempe, AZ
Broker

Andrew Figueroa is a CFP-designated registered investment advisor at Morgan Stanley, based in Tempe, AZ, 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

58 South River Drive, Tempe, AZ, 85281

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a contractor for Arbonne International, focusing on sales and marketing for about 10-20% of his time. He also owns rental property, dedicating minimal time to it.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Vanguard Advisers, INC.
January 2020 - March 2022 · 2 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2015 - March 2022 · 6 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.