Alfred Francis Lobo

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

• 10/2014 → 03/2025
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
• 03/2025 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Gardens, FL
• 06/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-10-16 → 2025-04-21
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
  Palm Beach Garden, FL
• 2009-06-01 → 2014-10-27
  Morgan Stanley
  Palm Beach, FL
  North Palm Beach, FL
  Palm Beach Gardens, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Beach, FL
• 1994-12-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Palm Beach, FL

Other Businesses

*634498 - Atlas Travel Center Inc ; Investment related-Yes; Palm Beach GArdens, Florida; Travel Agency; Advisory Board, Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2010; During business hours: 0; After business hours: 5; Other. (2) Personal Condominium Rental / Co-Owner / Not Investment Related / Singer Island, FL / Rental Property / Co-Owner Start 2008 / 0 hours devoted / Landlord. *635819- Lobo Family Holdings LLC; Investment related: Yes; Palm Beach GArdens, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2014; During business hours: 1; After business hours: 0; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-08
• S63 Uniform Securities Agent State Law Examination
  1981-07-22

Other Names

• Alfred F Lobo