Joey Veizaga-Soto

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

• 06/2024 → 06/2025
  Unemployed
  Falls Church, VA
• 08/2020 → 05/2024
  James Madison University
  Harrisonburg, VA
• 05/2022 → 08/2022
  Gap
  Mclean, VA
• 05/2022 → 01/2023
  Wholey Meal Prep
  Vienna, VA
• 05/2021 → 06/2021
  Amazon Warehouse Worker
  Springfield, VA
• 08/2016 → 06/2020
  Falls Church High School
  Falls Church, VA
• 12/2022 → 01/2023
  Gap
  Mclean, VA
• 06/2025 → Present
  Morgan Stanley
  Mclean, VA

Previous Registrations

• 2025-05-13 → 2025-06-12
  Equitable Advisors, Llc
  Falls Church, VA
  Falls Church, VA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-30