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Alfred Lobo
47 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
Alfred Lobo is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 47 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Settled
Other Business Activities
Alfred is involved with Atlas Travel Network Inc. as an owner and board member, dedicating minimal time per week. He also co-owns a personal condominium rental property and owns Lobo Family Holdings LLC, a real estate business.
Employment History
Current Registrations
Morgan StanleyBroker
March 2025 - Present · 1 yr 6 mos
Morgan Stanley
March 2025 - Present · 1 yr 6 mos
Previous Registrations
UBS Financial Services INC.
October 2014 - April 2025 · 10 yrs 6 mos
UBS Financial Services INC.Broker
October 2014 - April 2025 · 10 yrs 6 mos
Morgan StanleyBroker
June 2009 - October 2014 · 5 yrs 4 mos
Morgan Stanley
June 2009 - October 2014 · 5 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 1994 - April 2007 · 12 yrs 4 mos
Morgan Stanley Dw INC.Broker
December 1994 - April 2007 · 12 yrs 4 mos
Prudential Securities IncorporatedBroker
April 1989 - December 1994 · 5 yrs 8 mos
Shearson Lehman Hutton INC.Broker
May 1988 - April 1989 · 11 mos
E. F. Hutton & Company INCBroker
March 1984 - May 1988 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - March 1984 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
September 1978 - September 1978 · 0 mos
State Registrations11 states
ALARCADEFLGAMANCNJNYTX
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.