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
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 12 years of experience.
Credit Suisse Securities (Usa) LLC
Sal Elite Tennis And Athletic Training
Scarlett Alfonzo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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