Maria Ana Perales

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

• 10/2012 → 08/2018
  J.P. Morgan Securities Llc
  New York, NY
• 08/2018 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2012-10-01 → 2018-08-08
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2010-02-18 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2007-10-16 → 2009-04-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
  Mount Kisco, NY
  White Plains, NY

Exams

• S66 Uniform Combined State Law Examination
  2007-10-09
• S63 Uniform Securities Agent State Law Examination
  1995-03-16

Other Names

• Maria Ana Perales
• Pabon Perales
• Maria Ana Peralespabon
• Maria Ana Perales Pabon
• Maria Ana Perales Pabon