Alejandro Ayaviri Castillo (CRD# 6639691) is an Investment Advisor Representative working at Morgan Stanley in Fort Lauderdale, FL and has over 7 years of experience in the finance industry. Alejandro Ayaviri Castillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley Private Bank, N.a | New York, NY | May 2022 - Current | 2 |
Morgan Stanley Smith Barney LLC | Fort Lauderdale, FL | Mar 2022 - Current | 2 |
Ubs Financial Services Inc. | Fort Lauderdale, FL | Sep 2017 - Mar 2022 | 4 |
Bank Of America, N.a. | Fort Lauderdale, FL | Jan 2017 - Sep 2017 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale, FL | May 2016 - Sep 2017 | 1 |
Sports Authority | Hollywood, FL | Mar 2015 - Jul 2016 | 1 |
Jp Morgan Securities LLC | Tamarac, FL | Apr 2016 - May 2016 | < 1 |
Jp Morgan Chase Bank | Tamarac, FL | Apr 2016 - May 2016 | < 1 |
Wells Fargo | Hollywood, FL | Apr 2015 - Feb 2016 | < 1 |
Unemployed | Hollywood, FL | Dec 2014 - Mar 2015 | < 1 |
Convergys | Tamarac, FL | Sep 2014 - Nov 2014 | < 1 |
Unemployed | Hollywood, FL | Jun 2014 - Aug 2014 | < 1 |
Self-employed / Alejandro Ayaviri Castillo | Hollywood, FL | Feb 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- FL
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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
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