Paulo Dequech Filho

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

• 03/2022 → Present
  Morgan Stanley
  Miami, FL
• 01/2017 → 03/2022
  Banco Do Brasil Miami Branch
  Miami, FL
• 01/2016 → 12/2016
  Om Systems Trading Llc
  Doral, FL

Other Businesses

*513941 - Maricota Dog Walker, LLC; Investment related-Yes; Oakland Park, Florida; Pet care services / dog walker / pet sitter; Limited partner only (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 0; Other.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21

Other Names

• Paulo Dequechfilho