Brandon Arellano is a registered investment advisor at Morgan Stanley, based in New York, NY, with 8 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
55 East 52nd Street, 28th Floor, New York, NY, 10055
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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 Stanley
July 2021 - Present · 4 yrs 10 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Independent Brokerage Solutions LLCBroker
April 2021 - June 2021 · 2 mos
Lion Street Advisors, LLC
October 2020 - March 2021 · 5 mos
Lion Street Financial, LLCBroker
October 2020 - March 2021 · 5 mos
TD Ameritrade, INC.Broker
November 2018 - October 2020 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - October 2018 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - October 2018 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.