Dilsa J Montoya

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

• 04/2016 → 02/2025
  Morgan Stanley
  Miami, FL
• 02/2025 → 09/2025
  Efg Capital International Corp
  Miami, FL
• 09/2025 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2025-03-12 → 2025-09-29
  Efg Private Wealth Management (Americas) Corp.
  Miami, FL
• 2017-04-11 → 2025-02-27
  Morgan Stanley
  Miami, FL

Other Businesses

*586328- Dlux Perfumes LLC; Investment related: No; Miami, Florida; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 10; online sales *623609- Dilsa Montoya / Valentina Lazo; Investment related: Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 0; owner

Exams

• S66 Uniform Combined State Law Examination
  2017-04-07
• S63 Uniform Securities Agent State Law Examination
  2012-04-06

Other Names

• Dilsa J Montoya
• Dilsa J. Montoya