Oliver Blanco Maldonado

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

• 01/2014 → 05/2022
  Monex Securities, Inc.
  Houston, TX
• 01/2014 → 05/2022
  Monex Asset Management Inc.
  Houston, TX
• 05/2022 → Present
  Morgan Stanley Smith Barney Llc
  The Woodlands, TX
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-02-05 → 2022-06-09
  Monex Asset Management, Inc.
  Houston, TX
• 2012-01-12 → 2014-01-14
  Ubs Financial Services Inc.
  Mcallen, TX
  San Antonio, TX
• 2009-05-26 → 2012-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX

Other Businesses

*589606 -RENTAL PROPERTY; Investment related-Yes; MAGNOLIA, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 0; Investment Decisions/Advice *654734- Rental Property; Investment related: Yes; Conroe, Texas; Rental Property; Im her Husband (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 0; She will rent the property *654729- 70 Marble rock pl; Investment related: Yes; Montgomery, Texas; Rental Property; Sole Proprietor/Owner:Other-Is my wife property and want to rent in the future (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 0; Im her husband

Exams

• S66 Uniform Combined State Law Examination
  2009-05-21

Other Names

• Oliver Blanco