FA
FA

Fernando Azevedo

8 Years of Experience
Miami, FL
4 DisclosuresBroker

Fernando Azevedo is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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

200 S. Biscayne Blvd., Miami, FL, 33131

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2017
Final
Financial
July 2017
Final
Financial
March 2017
Final
Financial
March 2017
Final
Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Xp Advisory US, INC.
July 2018 - March 2025 · 6 yrs 8 mos
Xp Investments US, LLCBroker
October 2017 - March 2025 · 7 yrs 5 mos
State Registrations14 states
CACOCTDEFLGAILLANJNVNYSDTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Fernando Azevedo - Financial Advisor | TrueAdvisor