Nereida M Agosto

CRD 7440045

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-15
FL	RA	APPROVED	2024-02-26

TX RA
APPROVED

Since 2024-03-15
FL RA
APPROVED

Since 2024-02-26

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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

Organization	City	State	From	To
Morgan Stanley	Temple Terrace	FL	09/2021	Present
University Of South Florida	Tampa	FL	08/2016	12/2018
Private Contractor	Land O' Lakes	FL	03/2017	09/2019
Adventures In Engineering	Tampa	FL	01/2018	08/2019
Suncoast	Tampa	FL	03/2021	04/2021
Living Faith	Tampa	FL	09/2019	Present

09/2021 → Present

Morgan Stanley

Temple Terrace, FL
08/2016 → 12/2018

University Of South Florida

Tampa, FL
03/2017 → 09/2019

Private Contractor

Land O' Lakes, FL
01/2018 → 08/2019

Adventures In Engineering

Tampa, FL
03/2021 → 04/2021

Suncoast

Tampa, FL
09/2019 → Present

Living Faith

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-20

S66 Uniform Combined State Law Examination

2024-02-20

Other Names

Nereida M Cardona

View on SEC IAPD

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