Carlos Vallejo-Bustamante

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

• 01/2022 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 01/2020 → 01/2022
  Millers Ale House
  Bel Air, MD
• 12/2020 → 06/2021
  State Farm
  Bel Air, MD
• 07/2021 → 01/2022
  Goosehead Insurance
  Fallston, MD
• 04/2018 → 03/2020
  Neo Pizza
  Bel Air, MD
• 08/2018 → 11/2018
  Dabbco
  Essex, MD
• 06/2016 → 05/2018
  Ihop
  Bel Air, MD
• 08/2017 → 12/2023
  Harford Community College
  Churchville, MD
• 09/2014 → 05/2018
  Edgewood High School
  Edgewood, MD
• 01/2024 → 03/2024
  Nacho Mamas
  Baltimore, MD
• 11/2023 → 12/2023
  Kohls Department Stores, Inc
  Edgewood, MD
• 04/2025 → Present
  Morgan Stanley
  Baltimore, MD

Previous Registrations

• 2025-01-02 → 2025-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-12-27

Other Names

• Carlos Valejos
• Carlos Vallejo-Bustamante
• Carlos Fernando Vallejo-Bustamante