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Francesco Vento

Morgan Stanley

Miami, FL

CRD 7503774

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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_RES 2024-10-25
FL RA APPROVED 2024-10-18
  • TX RA
    APPROVED_RES
    Since 2024-10-25
  • FL RA
    APPROVED
    Since 2024-10-18

Branch Locations

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

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
OrganizationCityStateFromTo
Ups Store El Paso TX 08/2016 05/2017
Hollister El Paso TX 08/2017 05/2019
University Of Texas El Paso El Paso TX 07/2019 05/2021
Our House Wealth Advisors Chicago IL 07/2021 06/2022
Our House Wealth Advisors Chicago IL 02/2022 06/2022
Btg Pactual Us Capital Llc Miami FL 07/2022 09/2024
Btg Pactual Asset Management Us Llc Miami FL 02/2024 09/2024
Morgan Stanley Smith Barney Llc Miami FL 10/2024 Present
  • 08/2016 → 05/2017
    Ups Store
    El Paso, TX
  • 08/2017 → 05/2019
    Hollister
    El Paso, TX
  • 07/2019 → 05/2021
    University Of Texas El Paso
    El Paso, TX
  • 07/2021 → 06/2022
    Our House Wealth Advisors
    Chicago, IL
  • 02/2022 → 06/2022
    Our House Wealth Advisors
    Chicago, IL
  • 07/2022 → 09/2024
    Btg Pactual Us Capital Llc
    Miami, FL
  • 02/2024 → 09/2024
    Miami, FL
  • 10/2024 → Present
    Morgan Stanley Smith Barney Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-21
S65 Uniform Investment Adviser Law Examination 2022-02-17
  • S63 Uniform Securities Agent State Law Examination
    2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2022-02-17

View on SEC IAPD

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