Matias Fernandez-Roger

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

• 01/2025 → Present
  Morgan Stanley
  Miami, FL
• 09/2024 → 01/2025
  Unemployed
  Doral, FL
• 01/2022 → 09/2024
  Newday Usa
  West Palm Beach, FL
• 06/2019 → 12/2021
  Real Time Managers
  Doral, FL
• 06/2017 → 12/2020
  Florida International University
  Miami, FL
• 06/2018 → 08/2018
  Anta's Fitness And Self Defense Summer Camp
  Doral, FL
• 08/2013 → 06/2017
  Doral Academy Charter High School
  Doral, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-04-28

Other Names

• Matias Fernandez