Ana Elvira Oliveira

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

• 06/2000 → Present
  Citigroup Global Markets Inc.
  Miami, FL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2000-06-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Other Businesses

1.RENTAL PROPERTY, INVESTMENT RELATED; Miami, Florida; RENTAL; landlord/owner; START DATE 11/2016; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0 2.American Homestay Network; Investment related: No; Hosting international students; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0; Host a student in my home. *643290 - Oliveira Investment, LLC; Investment Related - Yes; Miami, Florida; Investment/Finance/Banking; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2015; During Business Hours: 0; After Business Hours: 0; Personal Holding Company

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-25
• S63 Uniform Securities Agent State Law Examination
  1994-03-18

Other Names

• Ana Falero
• Ana Oliveira
• Ana Elvira Oliveiradefalero