Daicelys Tosca

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-15
FL	RA	APPROVED	2026-05-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Miami	FL	11/2024	Present
Baptist Health	Miami	FL	02/2024	10/2024
Bloomberg	New York City	NY	06/2023	08/2023
Cvs	Miami	FL	07/2022	01/2023
Florida International University	Miami	FL	08/2021	12/2023
Mater Academy Charter Middle High School	Hialeah Gardens	FL	08/2017	05/2021
Mater Academy Charter Middle High School	Hialeah Gardens	FL	08/2014	05/2017

11/2024 → Present

Morgan Stanley

Miami, FL
02/2024 → 10/2024

Baptist Health

Miami, FL
06/2023 → 08/2023

Bloomberg

New York City, NY
07/2022 → 01/2023

Cvs

Miami, FL
08/2021 → 12/2023

Florida International University

Miami, FL
08/2017 → 05/2021

Mater Academy Charter Middle High School

Hialeah Gardens, FL
08/2014 → 05/2017

Mater Academy Charter Middle High School

Hialeah Gardens, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-12

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