Shari Yvanna B Banal

CRD 7537153

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-30
FL	RA	APPROVED	2025-05-16

TX RA
APPROVED

Since 2025-05-30
FL RA
APPROVED

Since 2025-05-16

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	03/2025	Present
Zen Noodle Bar	Temple Terrace	FL	01/2025	03/2025
Northrop Grumman	Melbourne	FL	05/2023	07/2023
Tradepmr	Gainesville	FL	05/2022	05/2023
Unemployed	Melbourne	FL	08/2023	12/2024
Unemployed	Melbourne	FL	03/2015	04/2022

03/2025 → Present

Morgan Stanley

Tampa, FL
01/2025 → 03/2025

Zen Noodle Bar

Temple Terrace, FL
05/2023 → 07/2023

Northrop Grumman

Melbourne, FL
05/2022 → 05/2023

Tradepmr

Gainesville, FL
08/2023 → 12/2024

Unemployed

Melbourne, FL
03/2015 → 04/2022

Unemployed

Melbourne, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-15

S66 Uniform Combined State Law Examination

2025-05-15

Other Names

Shariyvanna Barrios Banal

View on SEC IAPD

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