Arlette
Pol
Morgan Stanley
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About this Advisor
Arlette Pol is a financial advisor based out of Boca Raton, Florida with 2 years of relevant experience. Pol currently works for Morgan Stanley. Pol has gained experience at Regions Bank, Cetera Investment Services LLC, Hialeah Gardens High School, Miami Dade College, Saint Thomas University, Merrill Lynch, Regions Financial Corp, Sprint, Balloon Experts LLC, Chipotle, Spring Connect LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC and Morgan Stanley. Pol holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in assets under management between its 2,233,188 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, such as 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. Financial management fee schedules vary depending on which services the firm provides the client. Fee types charged by Morgan Stanley most likely include 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
Arlette Pol Work History
Arlette has been registered as a financial advisor for 2 years.*
Morgan Stanley
Saint Thomas University
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Merrill Lynch
Regions Bank
Cetera Investment Services LLC
Regions Financial Corp
Sprint
Chipotle
Spring Connect LLC
Miami Dade College
Balloon Experts LLC
Hialeah Gardens 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 Arlette Pol to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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