Claudia Seville, financial advisor Santa Fe NM
93 score

Claudia Seville

CRD Number: 1220405
Current Firm: Morgan Stanley

Claudia Seville (CRD# 1220405) is an Investment Advisor Representative working at Morgan Stanley in Santa Fe, NM and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Santa Fe, NM Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Santa Fe, NM Apr 2007 - Current 9
Morgan Stanley Dw Inc. Santa Fe, NM Sep 1983 - Apr 2007 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
Contact Info for Claudia N. Seville
Phone Number: 914-225-5510
Registered State(s):
  • CO
  • NM
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
93
Clean Record
This advisor has a clean track record with regulators.

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