Ricardo Milan

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

• 04/2016 → Present
  Morgan Stanley
  Miami, FL
• 05/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2011-08-24 → 2016-05-11
  Credit Suisse Securities (Usa) Llc
  Miami, FL

Other Businesses

1. ZAPALLAR INVESTMENTS LLC, 200 SW 27TH ROAD, MIAMI, FL 33129, CREATED FOR PERSONAL REAL ESTATE INVESTMENTS. OWN 2 APARTMENTS WORTH APROXIMATELY 250,000 (ALL TOGETHER). THERE'S NO OTHER BUSINESS ACTIVITY THAT I DO WITH ZAPALLAR OTHER THAN COLLECT RENTS FROM THESE TWO APPARTMENTS 2. Rental Property; Miami, FL; Real Estate; Investment related; Sole Proprietor / Owner / Partner; 03/2013; During business hours: 0; After business hours: 1 3. Rental Property; Miami, FL; Real Estate; Investment related; Sole Proprietor / Owner / Partner; 04/2015; During business hours: 0; After business hours: 1 4. Rental Property; Miami, FL; Real Estate; Investment related; Sole Proprietor / Owner / Partner; 12/2012; During business hours: 0; After business hours: 1 5. Rental Property; Miami, FL; Real Estate; Investment related; Sole Proprietor / Owner / Partner; 06/2017; During business hours: 0; After business hours: 1 6. *422627 - Rental Property; Investment related - Yes; Miami, FL; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-22
• S63 Uniform Securities Agent State Law Examination
  2002-10-11