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Cristina Lozano

3 Years of Experience
New York, NY
Broker

Cristina Lozano is a registered investment advisor at Morgan Stanley, based in New York, NY, with 3 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

1 New York Plaza, New York, NY, 10004

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History

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.

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Other Business Activities

Cristina is a sole proprietor/owner of retail/online stores since 2018. She dedicates about 10-20% of her time to sales/marketing for this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
State Registrations2 states
NJNY
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.
Cristina Lozano - Financial Advisor | TrueAdvisor