Juan Carlos Mayol

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

• 11/2013 → 11/2018
  Ubs Financial Services Inc
  Coral Gables, FL
• 11/2018 → Present
  Morgan Stanley
  Coral Gables, FL
• 12/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-01-01 → 2018-12-06
  Ubs Financial Services Inc.
  Coral Gables, FL
  Miami, FL
• 2004-05-20 → 2010-01-01
  Ubs International Inc.
  Miami, FL
  Miami, FL

Other Businesses

*432646- POA; Investment related-Yes; Miami, Florida; 05/2021; During business hours: 0.25; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2004-05-07
• S63 Uniform Securities Agent State Law Examination
  1987-12-14

Other Names

• Juan C Mayol