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Ramani Lizarazo

1 Year of Experience
Coral Gables, FL
Broker

Ramani Lizarazo is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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

Ramani is a partner in Family and Property PR LLC, a rental property business in Miami Beach, Florida. This investment-related activity requires minimal time both during and after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
State Registrations29 states
ARAZCACODEFLGAIDILINMAMDMIMNMSNCNJNVNYOHPAPRSCSDTNTXVAVirgin IslandsWY
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.
Ramani Lizarazo - Financial Advisor | TrueAdvisor