Marcos Costa is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 8 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
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
November 2025 - Present · 6 mos
Morgan StanleyBroker
June 2025 - Present · 11 mos
Previous Registrations
Bradesco Investments INC.Broker
October 2021 - May 2025 · 3 yrs 7 mos
UBS Financial Services INC.Broker
March 2021 - September 2021 · 6 mos
Citi International Financial Services LLCBroker
April 2017 - October 2020 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
January 2017 - May 2017 · 4 mos
State Registrations2 states
FLGA
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.