Ema Avalos, financial advisor Los Angeles CA

Ema Avalos

CRD Number: 7097153
Current Firm: Morgan Stanley

Ema Avalos (CRD# 7097153) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Los Angeles, CA Mar 2021 - Current 3
Rr Donnelley Los Angeles, CA Apr 2019 - Mar 2021 1
American Girl Place Los Angeles, CA Jul 2017 - Apr 2019 1
California State University - Los Angeles Los Angeles, CA Aug 2013 - May 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Ema V. Avalos
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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

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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