Luisa A Baker

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

Authority	Category	Status	Date
VA	RA	APPROVED	2025-03-24
TX	RA	APPROVED_RES	2022-11-29
FL	RA	APPROVED	2018-07-03

VA RA
APPROVED

Since 2025-03-24
TX RA
APPROVED_RES

Since 2022-11-29
FL RA
APPROVED

Since 2018-07-03

Branch Locations

Charlottesville, VA • United States

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

Organization	City	State	From	To
Harvard Student Agencies	Cambridge	MA	09/2017	06/2018
Harvard Athletics	Boston	MA	03/2015	02/2017
Morgan Stanley Smith Barney Llc	Miami	FL	06/2018	07/2018
Harvard University	Cambridge	MA	02/2017	09/2017
Morgan Stanley Smith Barney Llc	Coral Gables	FL	07/2018	Present
Morgan Stanley Private Bank, N.A.	New York	NY	11/2018	04/2021

09/2017 → 06/2018

Harvard Student Agencies

Cambridge, MA
03/2015 → 02/2017

Harvard Athletics

Boston, MA
06/2018 → 07/2018

Morgan Stanley Smith Barney Llc

Miami, FL
02/2017 → 09/2017

Harvard University

Cambridge, MA
07/2018 → Present

Morgan Stanley Smith Barney Llc

Coral Gables, FL
11/2018 → 04/2021

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*562914 - W&HC LLC ; Investment related - Yes ; Miami, Florida ; Hospital/Healthcare ; Member(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 0 ; After business hours : 30 ; Business Development/Growth *593591 - Luisa Arias and Paul Baker; Investment related - Yes; Miami, Florida; Rental Property; Owner of Unit (proprietor, partner, officer, director, employee, trustee, agent); 4/2024; During business hours: 0; After business hours: 0; Owner of Unit, Obligation is to Collect Rent from Tenant

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-02

S66 Uniform Combined State Law Examination

2018-07-02

Other Names

Luisa Aries Vasquez
Luisa Fernanda Arias
Luisa Fernanda Arias Vasquez
Luisa Arias

View on SEC IAPD