Jeremy Guerrido

CRD 6297397

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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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-06-24

NY RA
APPROVED

Since 2024-06-24

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates	New York	NY	08/2018	05/2022
Capital One Financial Corporation	New York	NY	04/2017	07/2018
Morgan Stanley Smith Barney Llc	New York	NY	02/2014	03/2017
Morgan Stanley & Co. Llc	New York	NY	06/2022	06/2024
Morgan Stanley Smith Barney Llc	New York	NY	06/2024	Present

08/2018 → 05/2022

Raymond James & Associates

New York, NY
04/2017 → 07/2018

Capital One Financial Corporation

New York, NY
02/2014 → 03/2017

Morgan Stanley Smith Barney Llc

New York, NY
06/2022 → 06/2024

Morgan Stanley & Co. Llc

New York, NY
06/2024 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Previous Registrations

2019-10-10 → 2022-06-29

Raymond James & Associates, Inc.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-27

S66 Uniform Combined State Law Examination

2019-09-27

View on SEC IAPD

More in Purchase, NY

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