John Manuel Carvalho

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

• 10/2007 → 05/2017
  Jefferies & Company, Inc.
  Atlanta, GA
• 05/2017 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 06/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-06-29 → 2017-05-22
  Leucadia Asset Management Llc
  New York, NY
  Atlanta, GA
• 2003-01-17 → 2007-11-16
  Credit Suisse Securities (Usa) Llc
  Atlanta, GA
  Atlanta, GA
• 1998-09-22 → 2003-01-17
  Pershing Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2003-07-21
• S63 Uniform Securities Agent State Law Examination
  1993-03-01

Other Names

• Jack Carvalho
• John Manuel Carvalho
• Carvalho Manuel John Manuel