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Joao Victor Simao De Oliveira

Morgan Stanley

Miami, FL

CRD 7446624

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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 2025-04-07
TX RA APPROVED 2025-04-04
  • FL RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, 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
Student Miami FL 01/2013 01/2017
Banco Do Brasil, S.A. Miami FL 01/2017 08/2021
Bradesco Bank Miami FL 08/2021 06/2024
Morgan Stanley Miami FL 06/2024 Present
  • 01/2013 → 01/2017
    Student
    Miami, FL
  • 01/2017 → 08/2021
    Banco Do Brasil, S.A.
    Miami, FL
  • 08/2021 → 06/2024
    Bradesco Bank
    Miami, FL
  • 06/2024 → Present
    Morgan Stanley
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-07
S63 Uniform Securities Agent State Law Examination 2024-11-23
  • S65 Uniform Investment Adviser Law Examination
    2025-02-07
  • S63 Uniform Securities Agent State Law Examination
    2024-11-23

View on SEC IAPD

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

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