Marcelo Miano

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

• 02/2006 → 09/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 05/2009 → 09/2023
  E*Trade Capital Management Llc
  Temple Terrace, FL
• 05/2014 → 03/2020
  Tsm Solutions Llc
  Tampa, FL
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL

Previous Registrations

• 2009-06-26 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Tampa, FL
  Tampa, FL
  Temple Terrace, FL

Other Businesses

(1) Epilepsy Services FouCharitable Foundation Inc.; Not Investment Related; Tampa, FL; Helping children with epilepsy and their families; Officer; Start 31-July-2019; During business hours: 0; After business hours: 5; Reviewing financial reports as to their daily operations. No preparation of reports nor handling of monies is required. Financial decisions are voted on by the board, not a responsibility of the treasurer. (2) Inka Chef; Not Investment Related; Tampa, FL; Food Catering; Treasurer; Start 04-September-2019; During business hours: 0; After business hours: 8; Reviewing the books and advising on creating a viable plan. They will only be operating on weekends by catering events. (3) 619806 - FLME Ventures LLC; Investment Related; Tampa, FL; Construction/Engineering; Partner; Start 16-December-2024; During business hours: 0; After business hours: 4; Business Development/Growth.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-21
• S63 Uniform Securities Agent State Law Examination
  1995-02-01

Other Names

• Marcelo Miano
• Jose Marcelo Chavez