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Luiz Franca

Morgan Stanley

Miami, FL

CRD 7396817

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-28
  • FL RA
    APPROVED
    Since 2025-10-28

Branch Locations

200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • 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
Xp Investments Miami FL 07/2021 10/2025
Credit Suisse London 04/2014 07/2021
Morgan Stanley Smith Barney Llc Miami FL 10/2025 Present
Morgan Stanley Private Bank, N.A New York NY 12/2025 Present
  • 07/2021 → 10/2025
    Xp Investments
    Miami, FL
  • 04/2014 → 07/2021
    Credit Suisse
    London
  • 10/2025 → Present
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 12/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-06
  • S66 Uniform Combined State Law Examination
    2022-07-06
Other Names
  • Luiz Felipe Santos Franca

View on SEC IAPD

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Nearby Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER

Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL

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