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Juan Carlos Carrera

Morgan Stanley

West Palm Beach

FL

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Overview

Services

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Funds

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Qualifications

Experience

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Employer Years Dates
Morgan Stanley 4 months Dec 2015 - Apr 2016
Morgan Stanley Private Bank, N.A. 3 years, 9 months Jan 2015 - Present
Morgan Stanley 9 years, 4 months Jun 2009 - Present
Morgan Stanley & Co. Incorporated 9 months Sep 2008 - Jun 2009
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 4, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 4, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Morgan Stanley

Last updated on Oct. 1, 2018
    • $735.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $426.3K
      Estimated Average Account Balance

Fees

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