Morgan Stanley
46yrs
Top advisor by experience in Aventura
34yrs
Cesar Aran
Financial advisor at Morgan Stanley
Cesar Aran has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Aventura, Florida. After two years at Wells Fargo Advisors and four years at UBS Financial Services, Cesar joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 279 advisors with offices in Aventura, and one of 257 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience in Aventura
Office20807 Biscayne Boulevard 5th&6th Floor, Aventura, FL 33180
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowMorgan StanleyCurrent firm
- Nov 2024 – Sep 2026
- 2022 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2018 – 2022UBS Financial Services Inc.Previously
- Jun 2010 – Oct 2010MerrillPreviously
Contact Cesar
Local office(305) 932-4250Ask for Cesar. (914) 225-5510Main office · Purchase, NY 20807 Biscayne Boulevard 5th&6th FloorAventura, FL 33180Office · Get directions Firm websitewww.morganstanley.com
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Questions to ask Cesar
Tailored to Cesar’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Cesar
How do I contact Cesar?
Call Cesar’s local office at (305) 932-4250 or the Morgan Stanley main office at (914) 225-5510, and ask for Cesar Aran.
How long has Cesar been a financial advisor?
Cesar has been in the industry since 1992, about 34 years. Top 10% by experience in Aventura.
What licenses does Cesar hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Cesar a fiduciary?
Cesar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cesar paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Cesar for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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