Juliano L Barros

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

• 05/2016 → Present
  Morgan Stanley
  Miami, FL
• 06/2016 → Present
  Morgan Stanley, Private Bank N.A.
  New York, NY

Previous Registrations

• 2012-09-11 → 2016-05-16
  Credit Suisse Securities (Usa) Llc
  New York, NY
  Miami, FL
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-29
• S63 Uniform Securities Agent State Law Examination
  2011-03-01

Other Names

• Juliano Luiz De Barros