Antonio Olmedo

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

• 01/2015 → 09/2020
  Banco Santander International
  Miami, FL
• 01/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 09/2020 → 01/2021
  Unemployed
  Miami, FL
• 03/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*424023 - A &OLMEDO GESTORES DE PATRIMONIO SL; Investment related Yes; Spain; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2009; During business hours: 0; After business hours: 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-05
• S65 Uniform Investment Adviser Law Examination
  2020-07-31

Other Names

• Antonio Olmedo
• Antonio Olmedo Zafra