AC
CFP
AC
CFP
Alejandro Castillo is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Lauderdale, 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
350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301
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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 StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
September 2017 - March 2022 · 4 yrs 6 mos
UBS Financial Services INC.Broker
September 2017 - March 2022 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - September 2017 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - September 2017 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
May 2016 - June 2016 · 1 mo
State Registrations44 states
ALARAZCACOCTDCDEFLGAIAILINKSLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.