Nicole Schuery

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

• 11/2017 → 03/2018
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 05/2017 → 08/2020
  Related Isg International Realty
  Miami, FL
• 03/2018 → 01/2026
  Hsbc Bank Usa, N.A.
  Miami Beach, FL
• 04/2018 → 01/2026
  Hsbc Securities (Usa) Inc.
  Miami Beach, FL
• 09/2014 → 01/2017
  Howard Chase Real Estate
  Miami Beach, FL
• 01/2017 → 04/2017
  Keller Williams Miami Beach Realty
  Miami Beach, FL
• 01/2026 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 02/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-04-18 → 2026-01-23
  Hsbc Securities (Usa) Inc.
  Miami, FL
  Key Biscayne, FL
  New York, NY
  Miami, FL
• 2018-03-08 → 2018-04-03
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 2011-08-03 → 2014-08-21
  Wells Fargo Clearing Services, Llc
  Weston, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-11-03
• S63 Uniform Securities Agent State Law Examination
  2011-06-09

Other Names

• Nicole Moreira Schuery
• Nicole Moreira Brito
• Nicole Schuery