Adriana L De Macedo Soares

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

• 10/2017 → 05/2018
  Bank Of America
  Plantation, FL
• 05/2018 → 08/2019
  Western Union
  Miami, FL
• 08/2019 → 06/2020
  Xp Securitites
  Miami, FL
• 06/2016 → 09/2017
  Unemployed
  Weston, FL
• 08/2020 → 12/2020
  Banco Do Brasil Securities Llc
  Miami, FL
• 06/2020 → 08/2020
  Unemployed
  Miami, FL
• 12/2020 → 11/2021
  Ubs Financial Services Inc.
  Miami, FL
• 11/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL

Previous Registrations

• 2021-10-18 → 2021-12-09
  Ubs Financial Services Inc.
  Miami, FL

Other Businesses

*660644 - GRANATA AND OTALVARO LLC DBA PIZZA LOVERS; Investment related: No; Weston, Florida; Restaurant/Bar/Nightclub; eventual musician (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 6; musical performances *661105 - Adriana Soares Music; Investment related: No; Weston, Florida; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 6; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15

Other Names

• Adriana De Macedo Soares Vivona
• Adriana Lima De Macedo Soares
• Adriana Vivona