Ana Sofia Viejo Barragan

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

• 07/2025 → Present
  Morgan Stanley
  New York, NY
• 01/2024 → 05/2025
  Yale University Social Cognitive Development Lab
  New Haven, CT
• 08/2021 → 05/2025
  Yale University
  New Haven, CT
• 02/2022 → 08/2023
  Yale University Center For Emotional Intelligence
  New Haven, CT
• 07/2007 → 06/2021
  American Institute Of Monterrey / Asf Of Monterrey
  Monterrey
• 05/2023 → 08/2023
  Morgan Stanley Private Wealth Management
  New York, NY
• 05/2024 → 07/2024
  Morgan Stanley Private Wealth Management
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-10

Other Names

• Anasofia Viejobarragan
• Anasofia Viejo
• Ana Sofia Viejo