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Andre Bekerman

Morgan Stanley

Miami, FL

CRD 7918348

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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 2025-05-30
FL RA APPROVED 2025-02-04
  • TX RA
    APPROVED
    Since 2025-05-30
  • FL RA
    APPROVED
    Since 2025-02-04

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 06/2024 Present
Whole Foods Market New York NY 03/2019 12/2019
My Park Tickets Orlando FL 03/2022 09/2022
Clear Me Orlando FL 09/2022 12/2022
Bradesco Bank Coral Gables FL 12/2022 07/2023
Humana Orlando FL 09/2023 12/2023
Lendbuzz Orlando FL 12/2023 06/2024
Monthara Entertainment Orlando FL 12/2019 03/2022
Student Orlando FL 12/2013 03/2019
  • 06/2024 → Present
    Miami, FL
  • 03/2019 → 12/2019
    Whole Foods Market
    New York, NY
  • 03/2022 → 09/2022
    My Park Tickets
    Orlando, FL
  • 09/2022 → 12/2022
    Clear Me
    Orlando, FL
  • 12/2022 → 07/2023
    Bradesco Bank
    Coral Gables, FL
  • 09/2023 → 12/2023
    Humana
    Orlando, FL
  • 12/2023 → 06/2024
    Lendbuzz
    Orlando, FL
  • 12/2019 → 03/2022
    Monthara Entertainment
    Orlando, FL
  • 12/2013 → 03/2019
    Student
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
  • S66 Uniform Combined State Law Examination
    2024-11-18

View on SEC IAPD

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