Margarete Alves (CRD# 5833628) is an Investment Advisor Representative working at Morgan Stanley in San Francisco, CA and has over 5 years of experience in the finance industry.
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
CRD# 2959986
Robertson Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | San Francisco, CA | Jun 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Jun 2024 | < 1 |
| Cetera Advisors LLC | San Diego, CA | Sep 2021 - Jun 2024 | 2 |
| Lpl Financial LLC | Fort Mill, SC | Dec 2019 - Sep 2021 | 1 |
| Innovation Partners, LLC | Charlotte, NC | Feb 2019 - Nov 2019 | < 1 |
| Turbine Engine Center LLC | Hialeah, FL | Nov 2014 - Jun 2019 | 4 |
| Dalmore Group, LLC | Woodmere, NY | Oct 2016 - Oct 2017 | 1 |
| Capital Guardian | Belmont, NC | Jul 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management1,402,426MILLIONS
-
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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