Nelson Rodriguez Hernandez

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

• 04/2021 → 07/2024
  Morgan Stanley
  Coral Gables, FL
• 09/2020 → 04/2021
  Wells Fargo Advisors
  Miami, FL
• 01/2014 → 09/2020
  Santander
  Miami, FL
• 07/2024 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL
• 01/2015 → 04/2018
  Florida International University
  Miami, FL
• 07/2024 → 01/2025
  Bank Of America, N.A.
  Fort Lauderdale, FL
• 01/2025 → Present
  Morgan Stanley
  Coral Gables, FL

Previous Registrations

• 2024-08-22 → 2025-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
  Fort Lauderdale, FL
• 2021-09-21 → 2024-08-05
  Morgan Stanley
  Coral Gables, FL

Other Businesses

*625138- RENTALS BY NELSON LLC; Investment related: Yes; MIAMI, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; I created this entity to collect rental income from house I own

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20

Other Names

• Nelson Rodriguez Hernandez
• Nelson Rodriguez