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Candice L Amorim-Frischling

Morgan Stanley

Miami, FL

CRD 6170659

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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
FL RA APPROVED 2021-11-05
NY RA APPROVED 2021-08-06
TX RA APPROVED 2021-07-23
  • FL RA
    APPROVED
    Since 2021-11-05
  • NY RA
    APPROVED
    Since 2021-08-06
  • TX RA
    APPROVED
    Since 2021-07-23

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
Wells Fargo Advisors, Llc New York NY 03/2013 11/2016
Wells Fargo Clearing Services, Llc New York NY 11/2016 07/2021
Morgan Stanley Miami FL 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-07
  • S66 Uniform Combined State Law Examination
    2013-12-07
Other Names
  • Candice Amorim
  • Candice Lunardi Amorim
  • Candice Lunardi Amorim-Frischling

View on SEC IAPD

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