Alvaro Munoz

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

• 06/2009 → 01/2021
  Compass Bank
  Birmingham, AL
• 10/2010 → 01/2021
  Bbva Wealth Solutions Inc.
  Houston, TX
• 05/2013 → 01/2021
  Bbva Securities Inc.
  Houston, TX
• 06/2012 → 01/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 01/2021 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 02/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-10-15 → 2021-01-11
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Miami, FL
  Houston, TX
• 2010-04-26 → 2010-10-15
  St Johns Wealth Management
  Houston, TX
• 2009-08-27 → 2010-03-15
  Bbva Compass Investment Solutions, Inc
  Houston, TX
  Miami, FL
• 2003-01-02 → 2008-08-14
  Equitable Advisors, Llc
  El Paso, TX
  El Paso, TX
  El Paso, TX

Exams

• S66 Uniform Combined State Law Examination
  2002-12-23

Other Names

• Alvaro D. Munoz
• Alvaro D. Munoz