Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
14yrs
Iris Pacheco
Financial advisor at Morgan Stanley
Iris Pacheco has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Coral Gables, Florida. Iris joined Morgan Stanley in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office220 Alhambra Circle 10th Floor, Coral Gables, FL 33134
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 ?2 states
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
- 2017 – nowMorgan StanleyCurrent firm
Contact Iris
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Iris. 220 Alhambra Circle 10th FloorCoral Gables, FL 33134Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Iris
Tailored to Iris’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Iris
How do I contact Iris?
Call Morgan Stanley at (914) 225-5510 and ask for Iris Pacheco. Iris works from the Coral Gables, FL office.
How long has Iris been a financial advisor?
Iris has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Iris hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Iris a fiduciary?
Iris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Iris 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 Iris 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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