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Olivia P Mills

Morgan Stanley

Coral Gables, FL

CRD 6864146

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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 2021-06-22
TX RA APPROVED 2018-09-21
GA RA APPROVED 2018-08-20
  • FL RA
    APPROVED
    Since 2021-06-22
  • TX RA
    APPROVED
    Since 2018-09-21
  • GA RA
    APPROVED
    Since 2018-08-20

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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
Morgan Stanley Coral Gables FL 10/2017 Present
Asd|Sky Atlanta GA 06/2017 06/2017
The University Of Alabama Tuscaloosa AL 08/2013 05/2017
Unemployed Johns Creek GA 07/2017 09/2017
University Tees Tuscaloosa AL 08/2015 05/2017
Morgan Stanley Private Bank, N.A. New York NY 08/2019 Present
  • 10/2017 → Present
    Morgan Stanley
    Coral Gables, FL
  • 06/2017 → 06/2017
    Asd|Sky
    Atlanta, GA
  • 08/2013 → 05/2017
    The University Of Alabama
    Tuscaloosa, AL
  • 07/2017 → 09/2017
    Unemployed
    Johns Creek, GA
  • 08/2015 → 05/2017
    University Tees
    Tuscaloosa, AL
  • 08/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-17
  • S66 Uniform Combined State Law Examination
    2018-08-17
Other Names
  • Olivia Lane Parker

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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