Carlos Abel Velis

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

• 07/2023 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 11/2022 → 10/2023
  Green Hills Country Club
  Millbrae, CA
• 06/2022 → 04/2023
  Dsv Air And Sea
  South San Francisco, CA
• 06/2020 → 06/2022
  High Tide Restaurant
  Pacifica, CA
• 01/2021 → 08/2022
  Bon Chon Chicken
  South San Francisco, CA
• 10/2021 → 12/2021
  Amazon Warehouse
  Brisbane, CA
• 12/2020 → 01/2021
  Blaze Chicken
  San Francisco, CA
• 01/2020 → 01/2020
  Canada College
  Redwood City, CA
• 06/2019 → 01/2020
  Soul Grind Coffee And Roasters
  Pacifica, CA
• 08/2018 → 05/2019
  Unemployed
  San Jose, CA
• 06/2018 → 07/2018
  Cal-Pacific
  Pacifica, CA
• 07/2013 → 05/2018
  Unemployed
  Pacifica, CA
• 02/2020 → 05/2020
  Unemployed
  Pacifica, CA
• 02/2021 → 03/2021
  Pacifica Bay Christian School
  Pacifica, CA
• 08/2024 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2023-10-24 → 2024-07-22
  Equitable Advisors, Llc
  San Francisco, CA

Other Businesses

05/2015 to Present - Embassy SF&#59; non-investment related&#59; 925 Linden Ave., South San Francisco, CA 94080&#59; Church&#59; Volunteer Tech Support&#59; 6 hours/week; *683903- Lake Merced Golf Clubs; Investment related-No; Daly City, California; Recreation; Position:Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 30; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2023-10-23