Luciana Branco Cruz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2015 → 04/2024
  Morgan Stanley Smith Barney Llc
  Aventura, FL
• 01/2016 → 04/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Coral Gables, FL
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Coral Gables, FL
• 01/2016 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-10-23 → 2024-04-09
  Morgan Stanley
  Aventura, FL
  Miami, FL
• 2007-02-27 → 2015-11-12
  Hsbc Securities (Usa) Inc.
  Miami Beach, FL
  Miami, FL

Other Businesses

(1)Name of Business: Cruz Financial, LLC Address: 7775 SW 99th Street, Miami, FL, 33156, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/04/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Manager (2)Name of Business: Private Wealth Management of Coral Gables Address: 7775 sw 99th Street, Miami, FL, 33156, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/04/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Vice President, Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2007-02-23

Other Names

• Luciana B Cruz
• Luciana Branco Lente Cruz
• Luciana Cruz