Maria Fernanda Messarina

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

• 11/2019 → 08/2021
  Oppenheimer & Co. Inc.
  Miami, FL
• 01/2018 → 10/2019
  Vitri Corporation
  Miami, FL
• 12/2016 → 12/2017
  University Of Central Florida
  Orlando, FL
• 05/2016 → 11/2016
  Al Bacio
  Winter Park, FL
• 12/2022 → 01/2025
  Provenance Wealth Advisors
  Miami, FL
• 08/2021 → 08/2023
  Raymond James Financial Services, Inc.
  Miami, FL
• 08/2023 → 01/2025
  Pwa Securities, Llc
  Miami, FL
• 01/2025 → Present
  Morgan Stanley
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-04-22

Other Names

• Maria Messarina