Rodrigo Collada

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

• 09/2016 → 06/2022
  Citigroup
  New York, NY
• 03/2016 → 09/2016
  Unemployed
  New York, NY
• 06/2022 → 07/2022
  Morgan Stanley Smith Barney Llc
  Greenwich, CT
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  The Woodlands, TX
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-01-03 → 2022-05-31
  Citigroup Global Markets Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-28
• S63 Uniform Securities Agent State Law Examination
  2011-06-24

Other Names

• Rodigo Collada
• Rodrigo Eugenio Collada Salcido