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Overview
Description
Juan Carrera is a financial professional at Morgan Stanley, a broker-dealer with over 24,300 registered representatives nationwide. Juan has held an industry securities registration for 31 years and is subject to SEC and FINRA oversight....Information
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other namesN/A
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Other FirmsN/A
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doing business asN/A
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typeSEC and FINRA Registered
Location
777 S. FLAGLER DRIVE
SUITE 700
West Palm Beach,
FL
33401
N/A
Services
Advisor Services
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Funds
Funds Used With Clients
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Firm Client types
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Qualifications
Experience
No timeline events available.
| 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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Juan Carlos Carrera?
Juan Carlos Carrera?
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Designations & Memberships
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Articles and Answers
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Answers
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosures1
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as of dateOct 4, 2018
FINRA
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license statusRegistered
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disclosures1
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as of dateOct 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
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$735.3BTotal Assets Under Management
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N/ATotal Assets Under Advisement
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2MAccounts
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$426.3KEstimated Average Account Balance
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Fees
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