Antonio Palafox-Camara

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

• 06/2009 → 06/2021
  Actinver Securities, Inc.
  Houston, TX
• 03/2009 → 06/2021
  Actinver Wealth Management, Inc.
  Houston, TX
• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 08/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-09-25 → 2021-07-14
  Alterna Wealth Management, Inc.
  Houston, TX

Other Businesses

*444493 - The Pelos Band; Investment related -Yes; Cypress; Texas; Musical Band; Musical Band (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After Business hours: 12; *549760 - Mexico's Finest Wines and Spirits LLC; Investment related: Yes; Cypress, Texas; Wholesale/Distribution; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 4; After business hours: 6; Business Development/Growth, Check Signing/Funds Disbursements, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2009-08-03

Other Names

• Tony Palafox-Camara