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Nils Omar Vidal

Morgan Stanley

Annapolis, MD

Bethesda, MD

CRD 5230608

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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
MD RA APPROVED 2020-06-23
TX RA APPROVED_RES 2020-04-15
DC RA APPROVED 2019-09-26
VA RA APPROVED 2016-05-17
  • MD RA
    APPROVED
    Since 2020-06-23
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • DC RA
    APPROVED
    Since 2019-09-26
  • VA RA
    APPROVED
    Since 2016-05-17

Branch Locations

Annapolis, MD • United States

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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 Bethesda MD 05/2016 Present
Morgan Stanley Private Bank, National Association New York NY 05/2016 Present
  • 05/2016 → Present
    Morgan Stanley
    Bethesda, MD
  • 05/2016 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
S63 Uniform Securities Agent State Law Examination 2006-12-08
  • S66 Uniform Combined State Law Examination
    2011-10-28
  • S63 Uniform Securities Agent State Law Examination
    2006-12-08
Other Names
  • Nils Vidal

View on SEC IAPD

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