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Dario C Occelli Junior

Morgan Stanley

Miami, FL

CRD 8016120

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-15
  • FL RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-15

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
OrganizationCityStateFromTo
Morgan Stanley Miami FL 12/2024 Present
Jpmorgan Chase Aventura FL 04/2023 12/2024
Louis Vuitton Bal Harbour FL 08/2022 04/2023
Armani Exchange Aventura FL 03/2022 08/2022
Unemployed Aventura FL 06/2021 03/2022
Aquinas American School Madrid 08/2020 06/2021
National Boarding Principe Di Napoli Assisi 08/2019 08/2020
American Heritage Plantation FL 01/2015 08/2019
  • 12/2024 → Present
    Morgan Stanley
    Miami, FL
  • 04/2023 → 12/2024
    Jpmorgan Chase
    Aventura, FL
  • 08/2022 → 04/2023
    Louis Vuitton
    Bal Harbour, FL
  • 03/2022 → 08/2022
    Armani Exchange
    Aventura, FL
  • 06/2021 → 03/2022
    Unemployed
    Aventura, FL
  • 08/2020 → 06/2021
    Aquinas American School
    Madrid
  • 08/2019 → 08/2020
    National Boarding Principe Di Napoli
    Assisi
  • 01/2015 → 08/2019
    American Heritage
    Plantation, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-28
  • S66 Uniform Combined State Law Examination
    2024-12-28

View on SEC IAPD

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