Rosa Maria
Saldias Costa

Morgan Stanley

CRD#6430479
Investment Advisor
in Miami, FL

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About this Advisor

Rosa Maria Saldias Costa is a financial advisor working in Miami, Florida who has 2 years of industry experience. Saldias Costa is on the advisory team at Morgan Stanley. Throughout their career, they have worked at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Saldias Costa maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Morgan Stanley is a firm based out of Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in total assets between its 2,233,188 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides 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 for financial advisory services usually depend on the type of financial services provided. However, fee types billed by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America
Miami, FL 33131

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

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

Rosa Maria Saldias Costa Work History

Rosa Maria has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Morgan Stanley Smith Barney LLC

2021 - Present (3 years)

Morgan Stanley Private Bank, N.A

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

*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 Rosa Maria Saldias Costa 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

Allan House
Baltimore, MD
Janelle Williams
Billings, MT
Margret Birch
Oak Brook, IL
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Daniel Evans
New York, NY
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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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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.

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