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Monique Oerth

7 Years of Experience
Boca Raton, FL
Broker

Monique Oerth is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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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

Monique serves as a trustee/co-trustee for estate administration, dedicating minimal time during business hours. She also holds power of attorney, spending minimal time after business hours on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
May 2018 - Present · 8 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.