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Anthony Ortiz

Morgan Stanley

Miami, FL

CRD 7901335

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-19
FL RA APPROVED 2025-07-22
  • TX RA
    APPROVED
    Since 2025-09-19
  • FL RA
    APPROVED
    Since 2025-07-22

Branch Locations

200 South Biscayne Boulevard Suite 1100, 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 06/2025 Present
Raymond James Miami FL 05/2024 08/2024
Sunstate Builders Miami FL 03/2021 04/2024
Middle School Miami FL 05/2015 07/2017
High School Miami FL 08/2017 05/2021
College Miami FL 08/2021 05/2025
  • 06/2025 → Present
    Morgan Stanley
    Miami, FL
  • 05/2024 → 08/2024
    Raymond James
    Miami, FL
  • 03/2021 → 04/2024
    Sunstate Builders
    Miami, FL
  • 05/2015 → 07/2017
    Middle School
    Miami, FL
  • 08/2017 → 05/2021
    High School
    Miami, FL
  • 08/2021 → 05/2025
    College
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-20
  • S66 Uniform Combined State Law Examination
    2025-02-20
Other Names
  • Anthony S Ortiz

View on SEC IAPD

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