Carlos Velis is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
101 California Street 23rd Floor, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos volunteers as tech support for Embassy SF, a church, dedicating a few hours per week. He also serves as a board member for Volunteer Pacifica, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations53 states
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