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Camila Poleto Bernardi

Morgan Stanley

Houston, TX

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-28
TX RA APPROVED_RES 2025-04-22
  • FL RA
    APPROVED
    Since 2025-04-28
  • TX RA
    APPROVED_RES
    Since 2025-04-22

Branch Locations

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • 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
Citigroup Global Markets Miami FL 06/2012 04/2025
Morgan Stanley Smith Barney Llc Houston TX 04/2025 Present
Morgan Stanley Private Bank, N.A New York NY 05/2025 Present
  • 06/2012 → 04/2025
    Citigroup Global Markets
    Miami, FL
  • 04/2025 → Present
    Morgan Stanley Smith Barney Llc
    Houston, TX
  • 05/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-17
S63 Uniform Securities Agent State Law Examination 2011-10-25
  • S66 Uniform Combined State Law Examination
    2012-09-17
  • S63 Uniform Securities Agent State Law Examination
    2011-10-25
Other Names
  • Camila Furlan
  • Camila Poleto Bernardi Furlan
  • Camila Poleto Bernardi Furlan
  • Camila P Furlan
  • Camila Poleto Bernardi
  • Camila Poleto Bernardi
  • Camila Poleto

View on SEC IAPD

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BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
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