Fernando A Villarreal

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

• 03/2016 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2013-02-06 → 2016-03-31
  Credit Suisse Securities (Usa) Llc
  New York, NY
  Miami, FL
• 2010-05-19 → 2013-02-27
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY

Other Businesses

1. Mamamu LLC; Avon, CO; Not Investment related; Real Estate; Manager/Owner; 12/2016; 0,1 2.Rental Property/apartment; Investment related: Yes; Mexico City; Rental Property/apartment; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 1; I would like to request authorization to purchase an apartment in Mexico City for an approximate amount of US$165,000 that I intend to rent out through Airbnb. I will have a property manager that will be responsible to administer the property through Airbnb.The property will be under my personal name and will be managed by an administrator. I do not intend to be actively involved in the day to day management of the property. 3.609955 - Rental Property; Investment Related - Yes; Mexico City.; Rental Property; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent);11/2024; During Business Hours: 0; After Business Hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19

Other Names

• Fernando A Villarreal
• Fernando A Villarreal Benassini