Pablo M Herrera

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 05/2021
  J.P Morgan Securities Llc
  Miami, FL
• 11/2016 → 05/2021
  J.P. Morgan Chase Bank, N.A.
  Miami, FL
• 06/2021 → 02/2025
  Skyforest Capital, Llc
  Miami, FL
• 02/2025 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 03/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-09-23 → 2025-02-28
  Skyforest Capital, Llc
  Miami, FL

Other Businesses

*631582 - Rental Home; Investment related: Yes; Miami, Florida; Real Estate; owner(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 1; After business hours: 0; Property Management

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-22
• S65 Uniform Investment Adviser Law Examination
  2021-08-30

Other Names

• Pablo M. Herrera