Francisco Victor Carrera-Justiz

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

• 03/2016 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 03/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2003-01-17 → 2016-04-01
  Credit Suisse Securities (Usa) Llc
  Miami, FL
  Irvine, CA
  Miami, FL
• 1999-04-28 → 2003-01-17
  Pershing Llc
  Miami, FL

Other Businesses

BACARDI LIMITED; NOT INVESTMENT RELATED; 65 PITTS BAY ROAD, PEMBROKE, HM 08, BERMUDA; SPIRITS INDUSTRY; MEMBER OF BOARD OF DIRECTORS (THIS IS A PRIVATE FAMILY OWNED BUSINESS AND I'M A MEMBER OF THE FAMILY); 7/9/2010; 8 HRS/MONTH; O HRS/MONTH; APPROVE BUDGETS, PARTICIPATE IN STRATEGIC DISCUSSIONS OF BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2016-12-13
• S63 Uniform Securities Agent State Law Examination
  1999-05-27

Other Names

• Francisco Carrerajustiz
• Francisco Victor Carrerajustiz