Massimo
Fernandez-Perales

Morgan Stanley

CRD#5881762
Investment Advisor
in New York, NY

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About this Advisor

Massimo Fernandez-Perales is a financial advisor in New York, New York. Currently an investment advisor with Morgan Stanley, they have accumulated nine years of professional experience. Fernandez-Perales holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Fernandez-Perales is registered to serve customers in New Jersey. Throughout their career, they have worked at Advance Tdh, LLC, Total Wealth Management, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in New York, New York, and operates out of 702 other brick-and-mortar locations in the nation. In aggregate, Morgan Stanley oversees $729 billion in assets throughout 1,815,592 accounts and retains more than 26,000 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 1,188,715 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,815,592 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley offers 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

590 Madison Avenue
New York, NY 10022

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Massimo Fernandez-Perales Work History

Massimo has 10 years of experience.

2015 - Present (5 years)

Morgan Stanley Private Bank, National Association

2013 - Present (7 years)

Morgan Stanley

2011 - 2012 (1 year)

Total Wealth Management

2010 - 2010 (< 1 year)

Advance Tdh, LLC

Disclosures

Massimo Fernandez-Perales has no disclosures.

Please visit their SEC profile for more details.

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Anna Thackston
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Astrid Nino
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Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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