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Mariela Planche

Morgan Stanley

Coral Gables, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-31
TX RA APPROVED 2026-03-30
  • FL RA
    APPROVED
    Since 2026-03-31
  • TX RA
    APPROVED
    Since 2026-03-30

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. , Inc Miami FL 06/2021 03/2026
Mmm Of Florida Doral FL 11/2020 06/2021
American Health Associates Davie FL 09/2020 11/2020
2020 Research Doral FL 04/2018 09/2020
Jcpenney Hialeah FL 11/2015 04/2018
Morgan Stanley Coral Gables FL 03/2026 Present
  • 06/2021 → 03/2026
    Oppenheimer & Co. , Inc
    Miami, FL
  • 11/2020 → 06/2021
    Mmm Of Florida
    Doral, FL
  • 09/2020 → 11/2020
    American Health Associates
    Davie, FL
  • 04/2018 → 09/2020
    2020 Research
    Doral, FL
  • 11/2015 → 04/2018
    Jcpenney
    Hialeah, FL
  • 03/2026 → Present
    Morgan Stanley
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
  • S66 Uniform Combined State Law Examination
    2024-04-22

View on SEC IAPD

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Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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