Franklin Danilo Portillo
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyAug 2024 to now
- Morgan Stanley Private Bank, N.A.Aug 2024 to now
- Morgan Stanley Smith Barney LLCAug 2024 to now
- First Hawaiian AdvisorsJul 2018 to Aug 2024
- First Hawaiian BankJul 2018 to Aug 2024
- Raymond James Financial Services Advisors, IncJul 2018 to Aug 2024
- Raymond James Financial Services, IncJul 2018 to Aug 2024
- Bankoh Investment Services, Inc.Mar 2017 to Jul 2018
- Central Pacific BankSep 2014 to Mar 2017
- LPL Financial LLCSep 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5140820
- Firm CRD
- 149777