Francisco Xavier Xavier Pardo Y Lelo De Larrea

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

• 12/2010 → 02/2022
  Citi Cpc Wmla
  Miami, FL
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 03/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-07-19 → 2022-03-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Other Businesses

XPLL LLC (Real estate); Investment-related; Kissimmee, FL; Affiliation started 02/24/2020; Title: Owner; Duties: None; No time is devoted during securities trading hours; 1 hour is devoted each month outside securities trading hours. ///// FXPLL LLC (real estate); Investment-related; Orlando, FL; Affiliation started 02/28/2020; Title/Duties: Owner; No time is devoted each month during securities trading hours; 3 hour are devoted each month outside securities trading hours.///// Rental Property - Kissimmee, FL; Investment-related; Affiliation started on 11/01/2020; Title: Individual owner of the property; Duties: This will be managed by LPR Margaritaville LLC which manages rental properties in an Airbnb style.; 1 hour devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours. *636841- Rent the appartment where I still live; Investment related: Yes; Miami, Florida; Rental Property; I am renting an apartment I own and where I currenntly live (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; I will only give it to a Realtor so he can have it rented

Exams

• S66 Uniform Combined State Law Examination
  2011-07-15

Other Names

• Francisco Xavier Pardo Y Lelo De Larrea
• Xavier Pardo
• Francisco Xavier Pardo
• Francisco Xavier Pardo Y Lelo De L