Greisy Aragon is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 7 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
6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110
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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
September 2020 - Present · 6 yrs
Morgan Stanley
September 2020 - Present · 6 yrs
Previous Registrations
First Command Financial Planning, INC.Broker
September 2019 - May 2020 · 8 mos
First Command Advisory Services
September 2019 - May 2020 · 8 mos
Charles Schwab & CO., INC.
December 2017 - June 2018 · 6 mos
Charles Schwab & CO., INC.Broker
December 2017 - June 2018 · 6 mos
Fidelity Brokerage Services LLCBroker
April 2017 - October 2017 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.