Beatriz Luna Vida

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

• 04/2014 → Present
  Morgan Stanley
  Washington, DC

Previous Registrations

• 2010-03-23 → 2014-04-03
  Santander Securities Llc
  Ponce, PR
  Aguadilla, PR
  Mayaquez, PR
  Arecibo, PR
  Santurce, PR
  San Juan, PR
  Caguas, PR
  Manati, PR
  Bayamon, PR
  Caguas, PR
  Hato Rey, PR
  Utuado, PR
  Lares, PR
  Isabela, PR
  Mayaguez, PR
  San German, PR
  Cabo Rojo, PR
  Yauco, PR
  San Sebastian, PR
  Vega Baja, PR
  Corozal, PR
  Dorado, PR
  Barranquitas, PR
  Levittown, PR
  Bayamon, PR
  Bayamon, PR
  Rio Piedras, PR
  Carolina, PR
  Fajardo, PR
  San Juan, PR
  Ponce, PR
  Ponce, PR
  Juana Diaz, PR
  Rio Piedras, PR
  Hato Rey, PR
  Guaynabo, PR
  Guaynabo, PR
  Hato Rey, PR
  Puerto Nuevo, PR
  Hato Rey, PR
  Cayey, PR
  Juncos, PR
  Cidra, PR
  Humacao, PR
  Bayamon, PR
  Mayaguez, PR
  Carolina, PR
  New York, NY
  Carolina, PR
  Guayama, PR
  Guaynabo, PR
  Santa Isabel, PR
  Rio Piedras, PR
  Canovanas, PR
  San Juan, PR
  Guaynabo, PR
  Bayamon, PR
  Guaynabo, PR

Other Businesses

*244150 - Rental Property; Investment related: Yes; Guaynabo, Puerto Rico; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2015; During business hours: 0; After business hours: 0; *542083 - United States Tennis Association; Investment related No; White Plains, New York; Non-Profit, Charitable; Nominating Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 3; Business Development/Growth, Labor/Service. *560467 - Universidad Sagrado Corazon ; Investment related - No ; San Juan, Puerto Rico ; Education ; Board Member: Finance Committee: Investment Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 2 ; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2007-09-29
• S63 Uniform Securities Agent State Law Examination
  1999-07-13

Other Names

• Bea Luna
• Beatriz Luna Vida
• Beatriz Luna
• Bea Luna Vida