Wilmer Cordoba, financial advisor Beverly Hills CA

Wilmer Cordoba

CRD Number: 6857480
Current Firm: Morgan Stanley
Compensation Model: Both

Wilmer Cordoba (CRD# 6857480) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has 1 year of experience in the finance industry.

 

As a Financial Planning Specialist, Wilmer Cordoba has created over $400 million dollars in comprehensive financial planning during his time at Morgan Stanley. As an associate, he plays a multidimensional role by creating and presenting Portfolio Stress Test Analysis, Investment Proposals and Investment Strategies to our clientele. He is passionate about macroeconomic analysis and uses only the latest cutting-edge financial technology available at Morgan Stanley Wealth Management.

Wilmer is a University of California, Davis, graduate where he studied mathematics and economics while specializing in Behavior & Strategy. He is passionate about giving back to his community and volunteers as a consultant for a nonprofit organization serving the homeless communities of Los Angeles.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Nov 2017 - Current 3
Morgan Stanley Beverly Hills, CA Oct 2017 - Current 3
Unemployed Los Angeles, CA Jul 2017 - Oct 2017 < 1
Uc Davis Davis, CA Jan 2016 - Jun 2017 1
Castle Korean Bbq Los Angeles, CA Jun 2015 - Dec 2015 < 1
Uc Davis Energy Efficiency Center Davis, CA Mar 2015 - Jun 2015 < 1
Uc Davis Davis, CA Sep 2014 - Jun 2015 < 1
Castle Korean Bbq Los Angeles, CA Dec 2012 - Sep 2014 1
Santa Monica College Santa Monica, CA Sep 2009 - Dec 2013 4
Floe Financial Partners Pasadena, CA Jun 2009 - Oct 2009 < 1
Chicken Fuego Los Angeles, CA Aug 2007 - Jun 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Wilmer R. Cordoba
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

© 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
 

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