Felix D Paganelli

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

• 03/2020 → 09/2022
  Vectorglobal Wmg
  Miami, FL
• 08/2019 → 07/2021
  Florida International University
  Miami-Dade, FL
• 01/2017 → 07/2019
  Broward College
  Broward, FL
• 01/2006 → 12/2016
  Los Arcos
  Miranda
• 09/2022 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2021-11-29 → 2022-10-03
  Vectorglobal Iag, Inc.
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-18
• S65 Uniform Investment Adviser Law Examination
  2021-11-16

Other Names

• Felix Daniel Paganelli