FL
FL

Fernando Luna

5 Years of Experience
Scottsdale, AZ
Broker

Fernando Luna is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 5 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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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

Fernando owns rental property in Riverbank, CA since January 2020. He also works for Victorias Secret Stores LLC in Scottsdale, Arizona, in customer service and sales/marketing, dedicating about half his time after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 2020 - November 2021 · 1 yr 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.