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Eduardo Fermin Ortea

Morgan Stanley

Coral Gables, FL

CRD 3083627

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
FL RA APPROVED 2009-12-16
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2009-12-16

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coral Gables FL 06/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 06/2016 Present
  • 06/2016 → Present
    Morgan Stanley
    Coral Gables, FL
  • 06/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

EDDIE ORTEA; PHOTOGRAPHER; MIAMI, FL; NON INVESTMENT RELATED; 11/2014; 0 HOURS DURING 0 HOURS AFTER BUSINESS HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-05
  • S66 Uniform Combined State Law Examination
    2000-06-05
Other Names
  • Eddie Ortea
  • Eduardo F Ortea

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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