Roxana Y Machado

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

• 01/2003 → Present
  Citigroup Global Markets Inc.
  Coral Gables, FL
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Coral Gables, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-01-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Coral Gables, FL
  Coral Gables, FL
• 1999-02-11 → 2003-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2000-09-12

Other Names

• Roxana Y Averhoff