Carlos Ferrero Bonzon

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

• 04/2011 → 07/2019
  J.P. Morgan Securities Llc
  New York, NY
• 04/2011 → 07/2019
  Jpmorgan Chase Bank
  New York, NY
• 07/2019 → Present
  Morgan Stanley
  Miami, FL
• 07/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-04-15 → 2019-07-16
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  New York, NY
  New York, NY
  Miami, FL
  Coral Gables, FL
  Miami, FL
  New York, NY
  Miami, FL
  Miami, FL
• 2009-01-21 → 2011-05-02
  Barclays Capital Inc.
  New York, NY
• 2006-08-11 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
• 2001-09-18 → 2002-10-30
  Morgan Stanley & Co. Llc
  Miami, FL

Other Businesses

*466170- Bonzon Family Foundation, Inc; Investment related -No; Pinecrest, Florida; Education, Medical; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-28
• S63 Uniform Securities Agent State Law Examination
  1998-10-19