Evan R Valdez

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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-28

NY RA
APPROVED

Since 2025-05-28

Branch Locations

1 New York Plaza New York Ny 10004, New York, NY 10004 • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	01/2025	Present
United States Military Academy At West Point Full-Time Education	West Point	NY	06/2015	05/2019
United States Army	Joint Base Mcguire-Dix-Lakehurst	NJ	05/2019	05/2025

01/2025 → Present

Morgan Stanley

New York, NY
06/2015 → 05/2019

United States Military Academy At West Point Full-Time Education

West Point, NY
05/2019 → 05/2025

United States Army

Joint Base Mcguire-Dix-Lakehurst, NJ

Other Businesses

*638194- Ownership of Rental Property; Investment related: Yes; Columbus, Georgia; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 2; Administrative, Property Management

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-18

S66 Uniform Combined State Law Examination

2025-03-18

View on SEC IAPD