Scarlett
Alfonzo

Morgan Stanley

CRD#6412436
Investment Advisor
in Miami, FL

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About this Advisor

Scarlett Alfonzo is a financial advisor located in Miami, Florida. Currently a registered advisor with Morgan Stanley, they have accrued 10 years of professional experience in the financial advisory industry. Alfonzo has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Alfonzo is able to operate in Florida and Texas. During their career, Alfonzo has held roles at Credit Suisse Securities (Usa) LLC, Sal Elite Tennis And Athletic Training, National Agents Alliance and Morgan Stanley. Morgan Stanley is based out of Miami, Florida, and operates out of 726 additional brick-and-mortar locations throughout the nation. As a company, Morgan Stanley manages $904 billion in assets covering 1,863,328 accounts and employs more than 25,600 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Morgan Stanley can provide 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 firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

1111 Brickell Ave
Miami, FL 33131

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

FL Average: 88
Total Number of Accounts

1,863,328

FL Average: 3,892
Average Account Size

$485,315

FL Average: $1,917,921

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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
  • Other

Scarlett Alfonzo Work History

Scarlett has 10 years of experience.

2016 - Present (5 years)

Morgan Stanley

2014 - 2016 (2 years)

Credit Suisse Securities (Usa) LLC

2010 - 2014 (4 years)

Sal Elite Tennis And Athletic Training

2010 - 2011 (1 year)

National Agents Alliance

Disclosures

Scarlett Alfonzo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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