Renato Castro

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

• 10/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Weston, FL
• 11/2016 → 03/2021
  Wells Fargo Clearing Services, Llc
  Weston, FL
• 03/2021 → Present
  Morgan Stanley Smith Barney Llc
  Aventura, FL
• 05/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-02-04 → 2021-03-30
  Wells Fargo Clearing Services, Llc
  Weston, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-02-03

Other Names

• Renato De Magalhaes Castro