Veronica
Pereira

Morgan Stanley

CRD#2715780
Investment Advisor
in Miami, FL

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About this Advisor

Veronica Pereira is a financial advisor based in Miami, Florida, working with Morgan Stanley. Veronica has previously held positions at Suntrust Investment Services, Inc, Suntrust Advisory Services, Citigroup, Morgan Stanley, and Suntrust Bank. Veronica has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Veronica is part of Morgan Stanley, which operates out of Miami, Florida. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

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, Performance-based Fees, Others

Office Location

220 Alhambra Circle 10Th Floor
Miami, FL 33134

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

FL Average: 88
Total Number of Accounts

2,405,783

FL Average: 3,892
Average Account Size

$582,939

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

Veronica Pereira Work History

2020 - Present (4 years)

Morgan Stanley

2016 - 2016 (< 1 year)

Suntrust Advisory Services

2016 - 2020 (4 years)

Citigroup

2011 - 2016 (5 years)

Suntrust Investment Services, Inc

2011 - 2016 (5 years)

Suntrust Bank

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Disclosures

Please visit the SEC profile of Veronica Pereira 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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