Juan David Canas

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

• 10/2021 → 08/2023
  Legacy Wealth Management
  Plantation, FL
• 07/2021 → 10/2021
  Currency Exchange International
  Aventura, FL
• 03/2019 → 07/2021
  Premier Tees Llc
  Hialeah, FL
• 05/2018 → 03/2020
  Flemings Steakhouse
  Brickell, FL
• 08/2019 → 08/2021
  Florida International University
  Miami, FL
• 01/2017 → 08/2019
  Miami Dade College
  Miami, FL
• 08/2016 → 01/2017
  Santa Fe College
  Gainesville, FL
• 10/2021 → 08/2023
  Lpl Financial Llc
  Plantation, FL
• 08/2023 → 01/2025
  Raymond James & Associates, Inc.
  Miami Lakes, FL
• 01/2025 → Present
  Morgan Stanley
  Miami, FL

Previous Registrations

• 2023-09-13 → 2025-01-07
  Raymond James & Associates, Inc.
  Miami Lakes, FL
  St. Petersburg, FL
• 2023-07-05 → 2023-09-12
  Lwm Advisory Services, Llc
  Plantation, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-29