Morgan Stanley
46yrs
Top advisor by experience in Aventura
4yrs
Nancy Castro has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Aventura, Florida. Nancy has been with Morgan Stanley since 2022. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is 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
Experience4 years (since 2022)
How that compares ?4 years in the industry
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
Contact Nancy
Local office(305) 932-4250Ask for Nancy. (914) 225-5510Main office · Purchase, NY 20807 Biscayne Boulevard 5th&6th FloorAventura, FL 33180Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nancy
Tailored to Nancy’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nancy
How do I contact Nancy?
Call Nancy’s local office at (305) 932-4250 or the Morgan Stanley main office at (914) 225-5510, and ask for Nancy Castro.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Nancy hold?
Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy 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 Nancy 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.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in Florida
Morgan Stanley
45yrs
Top 1% by experience in Aventura
Morgan Stanley
44yrs
Top 1% by experience in Aventura
Omnia Family Wealth
44yrs
Top advisor by experience at Omnia Family Wealth
Wells Fargo Advisors
43yrs
Top 1% by experience in Florida