Scarlett
Alfonzo

Morgan Stanley

CRD#6412436
Investment Advisor
in Miami, FL

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About this Advisor

Scarlett Alfonzo is a financial advisor based out of Miami, Florida, who has been in the financial industry for 12 years. Alfonzo currently works for Morgan Stanley. Over the course of their career, Alfonzo has held roles at Credit Suisse Securities (Usa) LLC, Sal Elite Tennis And Athletic Training and Morgan Stanley. Alfonzo has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Miami, Florida. The company has offices in 732 locations and a total of 26,500 financial advisors. It manages $1 trillion in assets between its 2,129,899 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 6,380 charities and foundations. Of its 2,129,899 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. Morgan Stanley offers a number 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 advice largely depend on which services the firm provides the client. However, fees billed by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

200 South Biscayne Boulevard Suite 1100
Miami, FL 33131

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

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

26,500

FL Average: 88
Total Number of Accounts

2,129,899

FL Average: 3,892
Average Account Size

$615,961

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 12 years of experience.

2016 - Present (6 years)

Morgan Stanley

2014 - 2016 (2 years)

Credit Suisse Securities (Usa) LLC

2010 - 2014 (4 years)

Sal Elite Tennis And Athletic Training

Disclosures

Scarlett Alfonzo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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William Marsh
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Thomas Carey
New York, NY
Lane Gehle
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Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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