Roberto
Tamez
Morgan Stanley
Answer a few questions and
get matched with an advisor.
About this Advisor
Roberto Tamez is a financial advisor based in Gilbert, Arizona, working with Morgan Stanley. Roberto has previously held positions at Morgan Stanley, The Keg Steakhouse, Desert Garden Montessori, Copa Health, Outback Steakhouse, The Reach Institute, Juan Jaimes, Buca De Bepo, Renaissance Senior Living, Arizona State University, and Hamilton High School. Roberto has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Roberto is part of Morgan Stanley, which operates out of Gilbert, Arizona. The firm has 627 offices and 29,200 employees. Morgan Stanley manages assets totaling $1.7 trillion and serves charitable organizations and high-net-worth individuals. The firm offers 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Morgan Stanley Brokerage Details
$1,650,015,946,338
29,200
2,539,760
$649,674
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
- Other
Roberto Tamez Work History
Morgan Stanley
Desert Garden Montessori
The Keg Steakhouse
Copa Health
Outback Steakhouse
Juan Jaimes
Buca De Bepo
Renaissance Senior Living
The Reach Institute
Arizona State University
Renaissance Senior Living
Hamilton High School
Disclosures
Please visit the SEC profile of Roberto Tamez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Laguna Niguel, CA
Pasadena, CA
Pasadena, CA
Orland Park, IL
New York, NY
Atlanta, GA
Boca Raton, FL
Atlanta, GA
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
