Vicente Humberto Velez Pacheco

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

• 11/2009 → Present
  Garibaldi Bakery
  Conroe, TX
• 02/2013 → 10/2021
  Actinver Securities, Inc.
  Houston, TX
• 02/2013 → 10/2021
  Actinver Wealth Managment, Inc.
  Houston, TX
• 10/2021 → Present
  Morgan Stanley Smith Barney Llc
  The Woodlands, TX
• 11/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2013-02-26 → 2021-10-07
  Alterna Wealth Management, Inc.
  Houston, TX
• 2010-04-07 → 2011-12-13
  Modokai Capital Management, Llc
  The Woodlands, TX

Other Businesses

*460045- GARIBALDI BAKERY LLC; Investment related Yes; Conroe, Texas; BAKERY SHOP; PASIVE INVESTOR (proprietor, partner, officer, director, employee, trustee, agent); 08/2010; During business hours: 0; After business hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-08
• S65 Uniform Investment Adviser Law Examination
  2010-03-02

Other Names

• Vicente Velez