AP
AP

Arlette Pol

6 Years of Experience
Boca Raton, FL
Broker

Arlette Pol is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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

1801 North Military Trail, Suite 300, Boca Raton, FL, 33431

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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

Arlette owns Work Your Resume LLC, focusing on resume writing, and spends minimal time on it. She also works as an adjunct professor at Miami Dade College, teaching digital marketing and other courses, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Oppenheimer & CO. INC.
March 2026 - Present · 2 mos
Oppenheimer & CO. INC.Broker
March 2026 - Present · 2 mos
Previous Registrations
Morgan StanleyBroker
June 2021 - March 2026 · 4 yrs 9 mos
Morgan Stanley
June 2021 - March 2026 · 4 yrs 9 mos
Northwestern Mutual Investment Services,llc
March 2020 - June 2021 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
March 2020 - June 2021 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - March 2020 · 8 mos
Cetera Investment Advisers LLC
May 2019 - June 2019 · 1 mo
Cetera Investment Services LLCBroker
January 2019 - June 2019 · 5 mos
State Registrations2 states
FLNY
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.