Pedro S Balaban

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

• 05/2026 → Present
  Morgan Stanley
  New York, NY
• 09/2023 → 04/2026
  Parkview International
  New York, NY
• 05/2017 → 08/2017
  Goldman Sachs
  New York City, NY
• 06/2018 → 08/2018
  Ubs Securities Llc
  Weehawken, NJ
• 08/2019 → 08/2023
  Ubs Securities Llc
  Weehawken, NJ
• 08/2015 → 05/2019
  University Of Richmond
  Richmond, VA

Previous Registrations

• 2019-09-13 → 2023-08-14
  Ubs Financial Services Inc.
  Weehawken, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-06-22

Other Names

• Pedro S Balaban
• Pedro Steagall Balaban