Daniela Vizcaino

CRD 6089663

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
NJ	RA	APPROVED	2016-05-09
TX	RA	APPROVED	2016-05-05

NY RA
APPROVED

Since 2021-06-16
NJ RA
APPROVED

Since 2016-05-09
TX RA
APPROVED

Since 2016-05-05

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	New York	NY	05/2016	Present

05/2016 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Previous Registrations

2012-08-24 → 2016-05-12

Credit Suisse Securities (Usa) Llc

New York, NY

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-23

S66 Uniform Combined State Law Examination

2012-08-23

Other Names

Daniela Vizcaino
Daniela Vizcaíno
Daniela Vizcaino Santana

View on SEC IAPD

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