Juan Guerra

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

• 06/2021 → 04/2022
  Bolton Global Capital
  Bolton, MA
• 08/2017 → 05/2021
  University Of Notre Dame
  Notre Dame, IN
• 08/2004 → 06/2017
  American Nicaraguan School
  Managua
• 05/2022 → 03/2026
  Boreal Capital Securities Llc
  Miami, FL
• 03/2026 → Present
  Morgan Stanley
  Miami, FL
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-06-09 → 2026-03-12
  Mora Capital Management, Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-04-08

Designations

• Chartered Financial Analyst