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Nelson Eddy Portobanco

Morgan Stanley

Miami, FL

Coral Gables, FL

CRD 5509069

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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
TX RA APPROVED_RES 2020-04-15
FL RA APPROVED 2016-04-15
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2016-04-15

Branch Locations

200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States

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
Morgan Stanley Miami FL 04/2016 02/2017
Morgan Stanley Coral Gables FL 02/2017 Present
Previous Registrations
  • 2014-06-09 → 2016-04-08
    Insigneo Wealth Advisors, Llc
    Miami, FL
  • 2013-07-26 → 2014-04-28
    Morgan Stanley
    Miami, FL
  • 2012-12-21 → 2013-07-22
    Raymond James & Associates, Inc.
    Coral Gables, FL
  • 2011-10-13 → 2013-03-14
    Morgan Keegan & Company, Llc
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-11
S63 Uniform Securities Agent State Law Examination 2009-11-07
  • S65 Uniform Investment Adviser Law Examination
    2011-10-11
  • S63 Uniform Securities Agent State Law Examination
    2009-11-07

View on SEC IAPD

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