Walter S Rios De Franco

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

• 04/2017 → 05/2021
  Jpmorgan Chase Bank Na
  New York, NY
• 04/2017 → 05/2021
  Jpmorgan Securities Llc
  New York, NY
• 07/2013 → 03/2017
  Corporacion Credito S.A.
  Lima
• 08/2020 → Present
  Peru Economico S.A.
  Lima
• 05/2021 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 06/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*441116 - PERU ECONOMICO S.A.; Investment related - yes; Lima , Perú; Publishing; Board Member, Investor (proprietor, partner, officer, director, employee, trustee, agent); 08/2020; During business hours: 0; After business hours: 4; Approve annual budget, review and approve strategic annual plan, monitor company's financial health, ensuring that the company's business is conducted with the highest standards of ethical coduct.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16
• S63 Uniform Securities Agent State Law Examination
  2017-07-05

Other Names

• Walter Samuel Franco Rios
• Walter S Franco Rios