Felipe Priorelli Soares

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

• 12/2012 → 06/2017
  Intl Fcstone Securities Inc.
  Miami, FL
• 06/2017 → Present
  Morgan Stanley
  Miami, FL
• 07/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

Rental Property; Investment related; SAO PAULO, SP, BRAZIL; Rental Property; Sole Proprietor / Owner / Partner; Jun/2015; During business hours: 0; After business hours: 1; Collect rent, pay taxes and maintain the property *694116- Apartment Rental; Investment related: Yes; MIAMI, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Owner of the apartment being rented

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-31
• S63 Uniform Securities Agent State Law Examination
  2016-04-27

Other Names

• Felipe Priorelli Soares
• Felipe Soares