Eduardo MarekCRD Number: 6068858
Current Firm: Morgan Stanley
Eduardo Marek (CRD# 6068858) is an Investment Advisor Representative working at Morgan Stanley in San Diego, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Morgan Stanley Private Bank, N.a.||New York, NY||Aug 2016 - Current||1|
|Morgan Stanley||San Diego, CA||Aug 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Diego, CA||May 2012 - Aug 2016||4|
|Bank Of America, N.a.||San Diego, CA||May 2012 - Aug 2016||4|
|University Of San Diego Graduate School Of Business Mba Program||San Diego, CA||Aug 2011 - May 2012||< 1|
|New York University Leonard N. Stern Graduate School Of Business||New York, NY||May 2011 - Aug 2011||< 1|
|University Of San Diego Graduate School Of Business Mba Program||San Diego, CA||Jan 2009 - May 2011||2|
|Bbg Global Ag / Bbg Communications||San Diego, CA||May 2003 - May 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- 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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