AC
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Araceli Castaneda-Ramirez

1 Year of Experience
San Mateo, CA
Broker

Araceli Castaneda-Ramirez is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 1 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

411 Borel Avenue, Suite 220, San Mateo, CA, 94402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Araceli is a sole proprietor/owner of an Etsy shop and a Facebook Marketplace online shop since April 2022, spending a combined 24 hours per month on sales, marketing, labor, and service. Araceli also works as a contractor in the art/culture industry, dedicating 8 hours per month as an extra/actor/model.

Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
State Registrations28 states
AKARAZCACOFLGAHIIDILINMAMDMIMNMTNCNVNYOKORSDTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.