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Michael Truong

Morgan Stanley

Coral Gables, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-17
FL RA APPROVED 2019-07-10
  • TX RA
    APPROVED
    Since 2020-12-17
  • FL RA
    APPROVED
    Since 2019-07-10

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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
J.P. Morgan Securities Llc Miami FL 07/2014 06/2019
J.P. Morgan Chase Bank, Na Miami FL 11/2016 06/2019
Morgan Stanley Coral Gables FL 06/2019 Present
Morgan Stanley Private Bank, N.A. New York NY 06/2019 Present
  • 07/2014 → 06/2019
    J.P. Morgan Securities Llc
    Miami, FL
  • 11/2016 → 06/2019
    J.P. Morgan Chase Bank, Na
    Miami, FL
  • 06/2019 → Present
    Morgan Stanley
    Coral Gables, FL
  • 06/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-20
S63 Uniform Securities Agent State Law Examination 2009-11-20
  • S65 Uniform Investment Adviser Law Examination
    2019-05-20
  • S63 Uniform Securities Agent State Law Examination
    2009-11-20
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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