Eduardo CalvoCRD Number: 7122666
Current Firm: Morgan Stanley
Eduardo Calvo (CRD# 7122666) is an Investment Advisor Representative working at Morgan Stanley in Miami, FL and has over 2 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Morgan Stanley||Miami, FL||May 2021 - Current||2|
|Rrdonnelley||Miami, FL||May 2019 - May 2021||2|
|Saint Clair Consulting||Miami, FL||Oct 2018 - Mar 2019||< 1|
|Miami Dade College||Miami, FL||Aug 2017 - Oct 2018||1|
|Florida International University||Miami, FL||Aug 2014 - May 2018||3|
|Coral Gables Senior High||Coral Gables, FL||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2020|
Total Assets Under Management1,185,061MILLIONS
Total Number of Accounts2,233,188ACCOUNTS
Average Account Value$530,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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