CM
CM

Consuelo Meza

9 Years of Experience
Albuquerque, NM
Broker

Consuelo Meza is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, 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

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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

Consuelo is on the Finance Committee for the Shrine of St. Bernadette, a religious organization, since 2007. She spends minimal time reviewing the parish's income, expenses, and annual budget.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 6 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
June 2017 - March 2023 · 5 yrs 9 mos
RBC Capital Markets, LLCBroker
December 2016 - March 2023 · 6 yrs 3 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
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.