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Juan Carlos Altamirano Millas

Morgan Stanley

Miami, FL

CRD 6568805

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2017-08-29
TX RA APPROVED 2017-08-28
  • FL RA
    APPROVED
    Since 2017-08-29
  • TX RA
    APPROVED
    Since 2017-08-28

Branch Locations

200 S. Biscayne Blvd., Miami, FL 33131 • 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
Comico Inversiones Malaga 09/2010 Present
Morgan Stanley New York NY 08/2016 09/2017
Morgan Stanley Miami FL 09/2017 Present
Morgan Stanley Private Bank, N.A New York NY 10/2020 Present
  • 09/2010 → Present
    Comico Inversiones
    Malaga
  • 08/2016 → 09/2017
    New York, NY
  • 09/2017 → Present
    Miami, FL
  • 10/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

Name of the Business: Comico Inversiones SL Investment Related: No. Address: Calle Antonio Trueba 14, Bloq 3, 10-2. Zip code: 29017, Malaga, Spain. Position and Title: Administrator Start date: September 2010 Number of hours / month you devote to the other business during trading hours: The Company is inactive and as a result Mr. Altamirano does not devote any time to the other business during trading hours. AFTER BUSINESS HOURS-2 Duties related to the other business: Administrator of the Company. *610515 - JUAN CARLOS ALTAMIRANO MILLAS & VIRGINA MABEL GONGORA; Investment Related - Yes; Doral, Florida; Other; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 0; Owner.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-14
S63 Uniform Securities Agent State Law Examination 2016-07-01
  • S65 Uniform Investment Adviser Law Examination
    2016-11-14
  • S63 Uniform Securities Agent State Law Examination
    2016-07-01
Other Names
  • Juan Carlos Altamirano Millas
  • Juan Carlos Altamirano Millas
  • Juan Carlos Carlos Altamirano Millas

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