Gabriel Porzecanski

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

• 05/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Miami, FL
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 08/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-06-01 → 2021-07-01
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 2016-04-04 → 2016-06-01
  Hsbc Securities (Usa) Inc.
  Miami, FL

Other Businesses

*446107 - Beth David Congregation; Investment related - No; Miami, Florida; Religious, Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2018; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements *686121- Key Biscayne Yacht Club; Investment related: No; Key Biscayne, Florida; Recreation; Other Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 4; Chair of the Sailing Committee

Exams

• S66 Uniform Combined State Law Examination
  2016-03-31