David Llanos 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
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Location
200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131
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Regulatory History (4)
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Financial
April 2020Final
Financial
February 2020Final
Financial
December 2019Final
Financial
December 2019Final
Employment History
Current Registrations
Morgan Stanley
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2017 - April 2018 · 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - April 2018 · 1 yr 10 mos
State Registrations23 states
ARCACODEFLGAIDMDMNMTNCNJNVNYORPAPRSCSDTNTXVAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.