Carlos Guillermo Rodriguez

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

• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2014 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2013-04-11 → 2014-09-09
  Brickell Global Advisory, Inc.
  Miami, FL

Other Businesses

*542431 - RV Real Estate Ventures LLC; Investment related: Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 1; After business hours: 0; Owner

Exams

• S66 Uniform Combined State Law Examination
  2013-02-27

Other Names

• Carlos Guillermo Rodriguez Leon-Ponte