Eduardo Oliva

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

• 03/1994 → Present
  Citigroup Global Markets Inc.
  Miami, FL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Miami, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1994-03-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Other Businesses

*180846- Real Estate; Investment related -Yes; Singer Island, Florida; Real Estate, Singer Island; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 09/2013; During business hours: 0+; After business hours: 1; *614370- Rental Property; Investment related: Yes; Miami, Florida; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 1; Property Management

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-05

Other Names

• Ed Oliva