Alexander
Recio
Morgan Stanley
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About this Advisor
Alexander Recio is a financial advisor based out of Boca Raton, Florida with 1 year of relevant experience. Recio is an employee of Morgan Stanley. Recio has gained experience at Summit Christian High School, Lake Worth Christian High School, Flagler College, Tommy Hilfiger, Bankers Life & Colonial Penn, The Assurance Group, Pure Science Lab, New York Life Insurance Company, Nylife Securities LLC, Mass Mutual Life Insurance Company, Equitable Advisors, LLC and Morgan Stanley. Recio holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida and Texas. Morgan Stanley is an advisory firm based in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets among its 2,233,188 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a diverse array 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 charged by financial advisors usually are based on which service is offered. Fees charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Alexander Recio Work History
Alexander has been registered as a financial advisor for 1 years.*
Morgan Stanley
Nylife Securities LLC
Mass Mutual Life Insurance Company
Equitable Advisors, LLC
New York Life Insurance Company
The Assurance Group
Pure Science Lab
Bankers Life & Colonial Penn
Tommy Hilfiger
Flagler College
Lake Worth Christian High School
Summit Christian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Recio 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
Rockport, TX
Paramus, NJ
Miami, FL
Purchase, NY
Walnut Creek, CA
Laguna Niguel, CA
Pueblo, CO
Yakima, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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