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Michael Duarte

Morgan Stanley

Purchase, NY

CRD 8231819

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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
NJ RA APPROVED 2026-07-08
NY RA APPROVED 2026-07-08
  • NJ RA
    APPROVED
    Since 2026-07-08
  • NY RA
    APPROVED
    Since 2026-07-08

Branch Locations

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
OrganizationCityStateFromTo
Morgan Stanley Purchase NY 05/2026 Present
Student Fort Lee NJ 05/2016 08/2023
Capspot Financial Melville NY 08/2023 02/2024
Unemployed Fort Lee NJ 03/2024 04/2024
Rpj Strategic Venture New York NY 05/2024 01/2025
Unemployed Fort Lee NJ 02/2025 02/2025
5Th Avenue Surgery Center New York NY 03/2025 05/2025
Unemployed Fort Lee NJ 06/2025 04/2026
  • 05/2026 → Present
    Morgan Stanley
    Purchase, NY
  • 05/2016 → 08/2023
    Student
    Fort Lee, NJ
  • 08/2023 → 02/2024
    Capspot Financial
    Melville, NY
  • 03/2024 → 04/2024
    Unemployed
    Fort Lee, NJ
  • 05/2024 → 01/2025
    Rpj Strategic Venture
    New York, NY
  • 02/2025 → 02/2025
    Unemployed
    Fort Lee, NJ
  • 03/2025 → 05/2025
    5Th Avenue Surgery Center
    New York, NY
  • 06/2025 → 04/2026
    Unemployed
    Fort Lee, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02

View on SEC IAPD

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