Juan J Celi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Citigroup Global Markets Inc.
  Miami, FL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2005-08-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL
• 1998-12-03 → 2005-08-17
  Morgan Stanley Dw Inc.
  Miami, FL

Other Businesses

RENTAL PROPERTY; LANDLORD; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS; 06/2013 2. LANDLORD RENTAL PROPERTY, 1 HOUR AFTER BUSINESS HOURS, 11/2013, 8401 SW 107 AVE. APT. 319 E., MIAMI FL 33173 $1,400.00

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-17
• S63 Uniform Securities Agent State Law Examination
  1998-11-30

Other Names

• Juan Jose Celi