Juan L Elwaw

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Other Businesses

1. OWNER;RENTAL PROPERTY;KEY BISCAYNE, FL 33149. AS OF 07/2014;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 0. 2. COCOWAVE LLC; EFFECTIVE DATE 12/2012; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; LLC HOLD BOAT; NOT INVESTMENT RELATED 5. REAL ESTATE; INVESTMENT RELATED; San Juan Puerto Rico; Investors; Start Date 11/2016; During Business hours 0 After Business hours 1 6.Buying an apartment; Investment related: Yes; Boston, MA; rental property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 0; owner 7.O'DONNELL 154 LLC; INVESTMENT RELATED; MIAMI/FL; HOLDING COMPANY; TITLE: MEMBER; START DATE: 7/1998; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1. 8.RENTAL PROPERTY; INVESTMENT RELATED; SAN JUAN/PR; REAL ESTATE; TITLE: MEMBER; START DATE: 08/2015; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1. 9. *499681- Altus 305, LLC; Investment related-Yes; Coral Gables, Florida; Real Estate Holding Company; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0 *687951 - Arbor 305 LLC; Investment related-Yes; coconut grove, Florida; Rental Property, Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Other.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-08
• S63 Uniform Securities Agent State Law Examination
  1993-01-25

Other Names

• John Elwaw
• Juan Elwaw