JB
JB

Julian Bueno

6 Years of Experience
Birmingham, MI
Broker

Julian Bueno is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 6 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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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

Julian is a partner at CryptoCeramics LLC, an art/culture business, since May 2022. He spends minimal time on business development and growth activities.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2020 - January 2023 · 2 yrs 11 mos
LPL Financial LLC
February 2020 - January 2023 · 2 yrs 11 mos
Morgan StanleyBroker
December 2018 - October 2019 · 10 mos
Morgan Stanley
December 2018 - October 2019 · 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - July 2018 · 3 mos
State Registrations43 states
AKALAZCACOCTDCDEFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.