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Priscila Maldonado

Morgan Stanley

Boca Raton, FL

CRD 7543000

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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 2023-02-24
FL RA APPROVED 2023-02-17
  • TX RA
    APPROVED
    Since 2023-02-24
  • FL RA
    APPROVED
    Since 2023-02-17

Branch Locations

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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
Muriel Siebert Boca Raton FL 04/2022 02/2023
First Republic Bank Palm Beach FL 10/2021 12/2021
Pnc Bank Deerfield Beach FL 07/2019 09/2021
Bank Of America Boca Raton FL 08/2015 07/2019
Unemployed Boca Raton FL 12/2021 04/2022
Morgan Stanley Boca Raton FL 02/2023 Present
  • 04/2022 → 02/2023
    Muriel Siebert
    Boca Raton, FL
  • 10/2021 → 12/2021
    First Republic Bank
    Palm Beach, FL
  • 07/2019 → 09/2021
    Pnc Bank
    Deerfield Beach, FL
  • 08/2015 → 07/2019
    Bank Of America
    Boca Raton, FL
  • 12/2021 → 04/2022
    Unemployed
    Boca Raton, FL
  • 02/2023 → Present
    Morgan Stanley
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
  • S66 Uniform Combined State Law Examination
    2022-09-06
Other Names
  • Priscila Maldonado Pascua

View on SEC IAPD

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Nearby Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL

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