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Valeria Cristina Riera

Morgan Stanley

Miami, FL

CRD 7599889

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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 2025-09-22
FL RA APPROVED 2025-09-17
  • TX RA
    APPROVED
    Since 2025-09-22
  • FL RA
    APPROVED
    Since 2025-09-17

Branch Locations

200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, 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
Morgan Stanley Miami FL 08/2022 Present
Epgd Business Law Miami FL 08/2021 07/2022
International Compliance Solutions, Llc Miami FL 06/2020 07/2020
International Compliance Solutions, Llc Miami FL 06/2019 07/2019
Katz, Barron, Squitero, & Faust Miami FL 06/2018 07/2018
Katz, Barron, Squitero, & Faust Miami FL 06/2017 07/2017
St. Brendan High School Miami FL 07/2013 05/2017
American University, School Of Public Affairs (Washington, Dc) Washington DC 08/2017 05/2021
  • 08/2022 → Present
    Miami, FL
  • 08/2021 → 07/2022
    Epgd Business Law
    Miami, FL
  • 06/2020 → 07/2020
    International Compliance Solutions, Llc
    Miami, FL
  • 06/2019 → 07/2019
    International Compliance Solutions, Llc
    Miami, FL
  • 06/2018 → 07/2018
    Katz, Barron, Squitero, & Faust
    Miami, FL
  • 06/2017 → 07/2017
    Katz, Barron, Squitero, & Faust
    Miami, FL
  • 07/2013 → 05/2017
    St. Brendan High School
    Miami, FL
  • 08/2017 → 05/2021
    American University, School Of Public Affairs (Washington, Dc)
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-16
  • S66 Uniform Combined State Law Examination
    2025-09-16
Other Names
  • Valeria C Riera

View on SEC IAPD

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