Henner Espinoza, financial advisor Purchase NY
89 score

Henner Espinoza

CRD Number: 6220913
Current Firm: Morgan Stanley

Henner Espinoza (CRD# 6220913) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Purchase, NY Jun 2013 - Current 3
The Breakers Palm Beach Palm Beach, FL Nov 2010 - May 2013 2
Centanni Italian Restaurant Royal Palm Beach, FL Sep 2008 - Oct 2010 2
Guess Wellington, FL Aug 2008 - Oct 2010 2
Palm Beach Polo Golf And Country Club Welllington, FL Feb 2007 - Jul 2008 1
Palm Beach Central High School Wellington, FL Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Henner Espinoza
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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