About this Advisor
Francisco D'Oliveira is a financial advisor based out of Fairhope, Alabama, with a total of 10 years of work experience. D'Oliveira works at Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. D'Oliveira maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama and Texas. Morgan Stanley is a firm operating out of Fairhope, Alabama. The investment advisory business has offices in 726 locations and a total of 25,600 financial advisors. It oversees $904 billion in assets among its 1,863,328 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. Morgan Stanley provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Morgan Stanley likely consist of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Francisco D'Oliveira Work History
Francisco has 10 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Francisco D'Oliveira has no disclosures.
Please visit their SEC profile for more details.
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