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Marbella Marlo

1 Year of Experience
Purchase, NY
Broker

Marbella Marlo is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 1 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

2000 Westchester Avenue, Purchase, NY, 10577-2530

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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

Marbella works at Corepower Yoga as a front desk/team member and is an employee for the New England Intercollegiate Sailing Association. These activities take minimal time outside of business hours and are not investment-related.

Employment History
Current Registrations
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
NY
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.