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Alexis J Abreu

Morgan Stanley

Miami, FL

CRD 7708799

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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 2026-08-03
TX RA APPROVED 2026-08-03
  • FL RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-03

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
E*Trade Securities Llc Chicago IL 05/2023 09/2023
Tequiztlant Restaurant Miami Beach FL 02/2017 04/2023
Sparklean Miami FL 08/2016 01/2017
Morgan Stanley Miami FL 09/2023 Present
  • 05/2023 → 09/2023
    E*Trade Securities Llc
    Chicago, IL
  • 02/2017 → 04/2023
    Tequiztlant Restaurant
    Miami Beach, FL
  • 08/2016 → 01/2017
    Sparklean
    Miami, FL
  • 09/2023 → Present
    Morgan Stanley
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2024-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2024-07-29
Other Names
  • Alexis J Abreubenitez
  • Alexis J Abreu Benitez

View on SEC IAPD

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Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL

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