Francisco Ruben 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

• 06/2015 → 03/2019
  Pruco Securities Llc
  Coral Gables, FL
• 03/2019 → 07/2021
  Regions Bank
  Miami Beach, FL
• 03/2018 → 07/2021
  Cetera Investment Advisers Llc
  Miami Beach, FL
• 03/2018 → 07/2021
  Cetera Investment Services Llc
  Miami Beach, FL
• 07/2021 → 05/2025
  J.P. Morgan Securities Llc
  Miami, FL
• 07/2021 → 05/2025
  Jp Morgan Chase Bank, N.A.
  Miami, FL
• 05/2015 → 03/2019
  Prudential
  Coral Gables, FL
• 06/2025 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2021-08-16 → 2025-05-16
  J.P. Morgan Securities Llc
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
• 2018-03-12 → 2021-07-14
  Cetera Investment Advisers Llc
  Miami Beach, FL
  Miami, FL
• 2016-09-29 → 2018-03-07
  Pruco Securities, Llc.
  West Palm Beach, FL
  Coral Gables, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-01
• S63 Uniform Securities Agent State Law Examination
  2015-09-02

Other Names

• Francisco Ruben Rodriguez-Reyes