Isidro Ferrer

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

• 09/2013 → 04/2020
  Jpmorgan Securities Llc
  New York, NY
• 09/2013 → 04/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 04/2020 → 06/2021
  Jpmorgan Chase Bank Na
  Miami, FL
• 04/2020 → 06/2021
  Jpmorgan Securities Llc
  Miami, FL
• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-09-20 → 2013-09-03
  Ubs Financial Services Inc.
  New York, NY
• 2004-05-10 → 2007-09-11
  Ubs International Inc.
  New York, NY
  Ny, NY

Other Businesses

*441806 - Ferrod Investments LLC; Investment related Yes; Coral Gables, FL; Investment/Finance/Banking; Member / Director (proprietor, partner, officer, director, employee, trustee, agent); April 2014; During business hours: 0; After business hours: 01; Investment Decisions/Advice.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-25