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Eduardo J Perez

Morgan Stanley

Miami, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-26
TX RA APPROVED 2023-07-25
FL RA APPROVED 2023-07-20
  • CA RA
    APPROVED
    Since 2023-07-26
  • TX RA
    APPROVED
    Since 2023-07-25
  • FL RA
    APPROVED
    Since 2023-07-20

Branch Locations

200 S. Biscayne Blvd., Miami, FL 33131 • 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 Miami FL 07/2023 Present
Boston Consulting Group Miami FL 07/2022 07/2023
Harvard Business School Boston MA 08/2020 05/2022
Altaba Inc. New York NY 07/2017 08/2020
Jpmorgan Chase & Co. New York NY 08/2015 07/2017
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 07/2023 → Present
    Morgan Stanley
    Miami, FL
  • 07/2022 → 07/2023
    Boston Consulting Group
    Miami, FL
  • 08/2020 → 05/2022
    Harvard Business School
    Boston, MA
  • 07/2017 → 08/2020
    Altaba Inc.
    New York, NY
  • 08/2015 → 07/2017
    Jpmorgan Chase & Co.
    New York, NY
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-23
  • S66 Uniform Combined State Law Examination
    2023-05-23

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
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