Johan Stiven Agredo

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

• 07/2016 → Present
  Morgan Stanley
  Miami, FL
• 10/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*520378 - Angeles de La Calle; Investment related: No; Long Island City, New York; Non-Profit; Board Member, Founder (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 5; Administrative, Business Development/Growth, Check Signing/Funds Disbursements, Fundraising, Investment Decisions/Advice, Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-02
• S63 Uniform Securities Agent State Law Examination
  2016-08-18