AP
AP

Ana Pinho

4 Years of Experience
Alpharetta, GA
Broker

Ana Pinho is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 4 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

3 Edison Drive, Alpharetta, GA, 30005

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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

Ana is a partner at RBA Hidraulica LTDA in Rio de Janeiro, Brazil, which maintains water systems. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
E*trade Securities LLCBroker
October 2022 - September 2023 · 11 mos
State Registrations1 state
GA
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.