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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Scarlett Alfonzo Work History
Scarlett has 10 years of experience.
Credit Suisse Securities (Usa) LLC
Sal Elite Tennis And Athletic Training
National Agents Alliance
Scarlett Alfonzo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.