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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
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
Massimo Fernandez-Perales Work History
Massimo has 10 years of experience.
Morgan Stanley Private Bank, National Association
Total Wealth Management
Advance Tdh, LLC
Massimo Fernandez-Perales has no disclosures.
Please visit their SEC profile for more details.
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