AC
AC

Andre Ricardo Carrera

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

1585 Broadway, New York, NY, 10036

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley Investment Management INC.
August 2022 - Present · 3 yrs 6 mos
Eaton Vance Distributors, INC.Broker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Morgan Stanley
September 2019 - August 2022 · 2 yrs 11 mos
Morgan StanleyBroker
August 2019 - August 2022 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andre Ricardo Carrera - Financial Advisor | TrueAdvisor