Tattiana
Quiros Vargas

Morgan Stanley

CRD#5816366
Investment Advisor
in Houston, TX

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About this Advisor

Tattiana Quiros Vargas is a financial advisor who works out of Houston, Texas, who has 3 years of industry experience. Quiros Vargas currently works for Morgan Stanley. Over the course of their career, Quiros Vargas has held roles at Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Morgan Stanley Smith Barney LLC and Bbva Compass Insurance Agency, Inc. Quiros Vargas holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Morgan Stanley is an advisory firm that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It oversees $1 trillion in assets between its 2,233,188 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Morgan Stanley provides a broad array of services, such as 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. Financial advisory fees usually vary depending on the services offered. Fee types billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 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

Office Location

717 Texas Avenue Suite 3050
Houston, TX 77002

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

TX Average: 88
Total Number of Accounts

2,233,188

TX Average: 3,892
Average Account Size

$530,659

TX 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

Tattiana Quiros Vargas Work History

Tattiana has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2018 - 2020 (2 years)

Bbva Compass Insurance Agency, Inc

2015 - 2015 (< 1 year)

Morgan Stanley Smith Barney LLC

2015 - 2020 (5 years)

Compass Bank

2015 - 2020 (5 years)

Bbva Securities Inc

2015 - 2020 (5 years)

Bbva Wealth Solutions Inc

2014 - 2015 (1 year)

Bbva Wealth Solutions Inc

2013 - 2015 (2 years)

Compass Bank

2013 - 2015 (2 years)

Bbva Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tattiana Quiros Vargas 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

Janelle Williams
Billings, MT
Dori Stegmann
Saint Louis, MO
Seth Hart
New York, NY
Daniel Evans
New York, NY
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
Ellen Spitz
Garden City, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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