Paola Luque is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 2 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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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 StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
RBC Capital Markets, LLC
March 2025 - June 2025 · 3 mos
RBC Capital Markets, LLCBroker
March 2025 - June 2025 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2024 - March 2025 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2024 - March 2025 · 1 yr 2 mos
State Registrations19 states
ALAZCACOCTFLKSLAMDMONCNHNJNYORPASCTXVA
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.