Best Investors Account Sign in

Freddy Alexander Menjivar

Morgan Stanley

Coral Gables, FL

CRD 3243797

Claim This Profile
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
FL RA APPROVED 2020-12-22
TX RA APPROVED 2020-12-21
  • FL RA
    APPROVED
    Since 2020-12-22
  • TX RA
    APPROVED
    Since 2020-12-21

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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
Deutsche Bank Securities Inc. Miami FL 04/2015 12/2020
Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) Miami FL 03/2019 12/2020
Morgan Stanley Smith Barney Llc Coral Gables FL 12/2020 Present
Morgan Stanley Private Bank, N.A New York NY 02/2021 Present
  • 04/2015 → 12/2020
    Deutsche Bank Securities Inc.
    Miami, FL
  • 03/2019 → 12/2020
    Deutsche Bank Trust Company Americas (Affiliate Of Dbsi)
    Miami, FL
  • 12/2020 → Present
    Morgan Stanley Smith Barney Llc
    Coral Gables, FL
  • 02/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-07
S63 Uniform Securities Agent State Law Examination 2004-09-17
  • S65 Uniform Investment Adviser Law Examination
    2019-08-07
  • S63 Uniform Securities Agent State Law Examination
    2004-09-17

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

More in Coral Gables, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor