Luis Rada

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

• 05/2025 → Present
  Morgan Stanley
  Miami, FL
• 07/2023 → 09/2024
  Citi
  Dallas, TX
• 02/2021 → 07/2023
  Goldman Sachs
  Dallas, TX
• 06/2020 → 02/2021
  Deloitte
  Dallas, TX
• 05/2019 → 06/2020
  Korn Ferry
  Dallas, TX
• 01/2014 → 12/2018
  Paz Global
  Miami, FL
• 06/2024 → 05/2025
  Unemployed
  Dallas, FL
• 12/2018 → 05/2019
  Unemployed- Traveling Post Graduation
  Miami, FL

Other Businesses

*671384- MAJORSCALE VENTURES LLC; Investment related: Yes; MIAMI, Florida; Real Estate ; Officer (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2024-10-11