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Juan Carlos Carrera

Morgan Stanley

West Palm Beach


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Employer Years Dates
Morgan Stanley Private Bank, National Associationnew York, Ny 1 year, 9 months Jan 2015 - Present
Morgan Stanley Smith Barney 7 years, 4 months Jun 2009 - Present
Morgan Stanley & Co. Incorporated 9 months Sep 2008 - Jun 2009
Wachovia Securities, LLC 5 years, 3 months Jun 2003 - Sep 2008
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Oct 15, 2016
  • license status
  • disclosures
  • as of date
    Oct 15, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Morgan Stanley

Last updated on Sept. 9, 2016
    • $535.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
    • $342.7K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
  • Other
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