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Danielle Christinne Assis Cidade

Morgan Stanley

Miami, FL

CRD 3149836

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-19
FL RA APPROVED 2022-07-05
  • TX RA
    APPROVED
    Since 2022-12-19
  • FL RA
    APPROVED
    Since 2022-07-05

Branch Locations

200 S. Biscayne Blvd., Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi International Financial Services Llc San Juan PR 07/2017 07/2022
Citibank Na Miami FL 07/2017 07/2022
Citibank Sa Sao Paulo 08/2007 05/2017
Citi International Financial Services Llc. San Juan PR 08/2010 05/2017
Morgan Stanley Smith Barney Llc Miami FL 07/2022 Present
Morgan Stanley Private Bank, N.A. New York NY 08/2022 Present
  • 07/2017 → 07/2022
    Citi International Financial Services Llc
    San Juan, PR
  • 07/2017 → 07/2022
    Citibank Na
    Miami, FL
  • 08/2007 → 05/2017
    Citibank Sa
    Sao Paulo
  • 08/2010 → 05/2017
    Citi International Financial Services Llc.
    San Juan, PR
  • 07/2022 → Present
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 08/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

*592605 - Rental Property ; Investment related - Yes ; Miami,Florida ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 2/2024 ; During business hours : 0 ; After business hours : 0 ; owner *620553 - rental property; Investment related: Yes; Key Biscayne, Florida; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 1; Administrative *686725- Brickell Park Condominium; Investment related: Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06-2026; During business hours: 1; After business hours: 0; Property Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-02
  • S66 Uniform Combined State Law Examination
    2021-03-02
Other Names
  • Danielle Assis
  • Danielle Ca Cidade
  • Danielle Christinne Cidade
  • Daniellechristinn Assiscidade

View on SEC IAPD

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