Victor
Ponce

Morgan Stanley

CRD#7243666
Investment Advisor
in Purchase, NY

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About this Advisor

Victor Ponce is a financial advisor based in Purchase, New York, working with Morgan Stanley. Victor has previously held positions at Morgan Stanley, The University Of Texas At San Antonio, Covenant Multifamily Offices LLC, San Antonio College, and the School Of Science And Technology. Victor has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York and Texas. Currently, Victor is part of Morgan Stanley, which operates out of Purchase, New York. 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 65, Series 63

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

2000 Westchester Avenue
Purchase, NY 10577

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

NY Average: 88
Total Number of Accounts

2,405,783

NY Average: 3,892
Average Account Size

$582,939

NY 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

Victor Ponce Work History

2021 - Present (3 years)

Morgan Stanley

2021 - 2021 (< 1 year)

N/A

2020 - 2020 (< 1 year)

Morgan Stanley

2019 - 2020 (1 year)

The University Of Texas At San Antonio

2019 - 2020 (1 year)

Covenant Multifamily Offices LLC

2017 - 2018 (1 year)

San Antonio College

2012 - 2016 (4 years)

School Of Science And Technology

Disclosures

Please visit the SEC profile of Victor Ponce 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

Connor Effinger
Lutherville Timonium, MD
Erika Cross
Atlanta, GA
Kevin Hale
Miami, FL
Anh Nguyen
Purchase, NY
Jeffrey Calderon
New York, NY
Thomas Ames
Boston, MA
Hope Golden
New York, NY
Nathaniel Johnson
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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