Victor Fontelles Monteiro

CRD 6975823

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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	2020-09-22
FL	RA	APPROVED	2020-09-21

TX RA
APPROVED

Since 2020-09-22
FL RA
APPROVED

Since 2020-09-21

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

Organization	City	State	From	To
Morgan Stanley	Miami	FL	05/2020	Present
Morgan Stanley	Miami	FL	07/2018	08/2018
Starbucks	Key Biscayne	FL	02/2016	04/2018
University Of Rochester	Rochester	NY	08/2010	05/2020

05/2020 → Present

Morgan Stanley

Miami, FL
07/2018 → 08/2018

Morgan Stanley

Miami, FL
02/2016 → 04/2018

Starbucks

Key Biscayne, FL
08/2010 → 05/2020

University Of Rochester

Rochester, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-21

S66 Uniform Combined State Law Examination

2020-07-21

View on SEC IAPD

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